EWM

EPG Wealth Management Portfolio holdings

AUM $363M
1-Year Est. Return 20.65%
This Quarter Est. Return
1 Year Est. Return
+20.65%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$379M
AUM Growth
-$17.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
442
New
Increased
Reduced
Closed

Top Buys

1
+$2.38M
2
+$1.06M
3
+$914K
4
GEHC icon
GE HealthCare
GEHC
+$766K
5
PLTR icon
Palantir
PLTR
+$466K

Top Sells

1
+$2.45M
2
+$1.43M
3
+$1.37M
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$973K
5
MSCI icon
MSCI
MSCI
+$951K

Sector Composition

1 Technology 19.47%
2 Financials 6.95%
3 Industrials 5.48%
4 Consumer Discretionary 4.9%
5 Healthcare 4.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$71.9K 0.02%
2,758
+16
277
$69.8K 0.02%
3,868
+229
278
$67.6K 0.02%
842
+5
279
$66.2K 0.02%
500
280
$65.3K 0.02%
2,034
281
$64.5K 0.02%
1,500
282
$63.6K 0.02%
428
283
$62.1K 0.02%
4,190
+408
284
$61.2K 0.02%
1,078
+1
285
$59.6K 0.02%
3,691
+58
286
$59.3K 0.02%
+1,300
287
$59K 0.02%
662
-6
288
$58.2K 0.02%
242
289
$57.2K 0.02%
236
290
$56.1K 0.01%
1,153
-244
291
$55.9K 0.01%
264
292
$53K 0.01%
2,408
-2,262
293
$52.5K 0.01%
1,684
294
$51.8K 0.01%
1,808
+34
295
$50.9K 0.01%
1,827
-1
296
$50.4K 0.01%
180
297
$50.4K 0.01%
+676
298
$50K 0.01%
454
299
$50K 0.01%
1,519
+5
300
$48.2K 0.01%
128
10 11
12
13 14