EWM

EPG Wealth Management Portfolio holdings

AUM $372M
1-Year Est. Return 20.99%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.99%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$359M
AUM Growth
-$20.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
435
New
Increased
Reduced
Closed

Top Buys

1
+$2.13M
2
+$1.4M
3
+$1.2M
4
CAT icon
Caterpillar
CAT
+$1.2M
5
ORCL icon
Oracle
ORCL
+$868K

Top Sells

1
+$2.37M
2
+$2.29M
3
+$2M
4
NVDA icon
NVIDIA
NVDA
+$1.51M
5
CIBR icon
First Trust NASDAQ Cybersecurity ETF
CIBR
+$1.4M

Sector Composition

1 Technology 17.33%
2 Financials 7.67%
3 Healthcare 5.42%
4 Industrials 5.23%
5 Consumer Discretionary 4.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$57.3K 0.02%
1,165
+12
277
$56.7K 0.02%
428
278
$55.4K 0.02%
413
-293
279
$55.2K 0.02%
1,684
280
$55.1K 0.02%
2,410
+2
281
$54.9K 0.02%
17,317
-1,900
282
$53.8K 0.02%
242
283
$53.4K 0.01%
4,519
+329
284
$50.9K 0.01%
732
-317
285
$50.2K 0.01%
454
286
$50.1K 0.01%
535
+1
287
$49.7K 0.01%
638
288
$49.1K 0.01%
232
-4
289
$48.6K 0.01%
+1,565
290
$48.1K 0.01%
1,665
-143
291
$47.1K 0.01%
925
+5
292
$45.3K 0.01%
180
293
$42.7K 0.01%
83
294
$41.8K 0.01%
129
+1
295
$41.6K 0.01%
527
+4
296
$41K 0.01%
316
+2
297
$39.8K 0.01%
1,731
-149
298
$39.5K 0.01%
210
299
$38.1K 0.01%
1,222
-297
300
$36.9K 0.01%
68
10 11
12
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