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
$333M
AUM Growth
-$25.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
420
New
Increased
Reduced
Closed

Top Buys

1
+$4.96M
2
+$875K
3
+$637K
4
TJX icon
TJX Companies
TJX
+$620K
5
CSX icon
CSX Corp
CSX
+$548K

Top Sells

1
+$5.37M
2
+$3.98M
3
+$3.63M
4
MSFT icon
Microsoft
MSFT
+$2.18M
5
ROBT icon
First Trust Nasdaq Artificial Intelligence and Robotics ETF
ROBT
+$1.76M

Sector Composition

1 Technology 20.54%
2 Financials 8.61%
3 Industrials 6.62%
4 Healthcare 5.46%
5 Communication Services 4.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$8.39K ﹤0.01%
181
277
$8.14K ﹤0.01%
85
278
$8.02K ﹤0.01%
28
279
$7.83K ﹤0.01%
81
+1
280
$7.23K ﹤0.01%
+66
281
$7.13K ﹤0.01%
117
282
$6.94K ﹤0.01%
106
+1
283
$6.77K ﹤0.01%
45
284
$6.55K ﹤0.01%
72
285
$6.49K ﹤0.01%
61
286
$5.64K ﹤0.01%
122
287
$5.61K ﹤0.01%
109
288
$5.42K ﹤0.01%
58
+1
289
$5.17K ﹤0.01%
170
290
$4.97K ﹤0.01%
50
291
$4.24K ﹤0.01%
75
292
$4.16K ﹤0.01%
44
293
$4.08K ﹤0.01%
111
294
$4.01K ﹤0.01%
+133
295
$3.85K ﹤0.01%
48
296
$3.83K ﹤0.01%
39
+1
297
$3.77K ﹤0.01%
112
-14
298
$3.49K ﹤0.01%
134
299
$3.26K ﹤0.01%
193
300
$3.24K ﹤0.01%
45
+1
10 11
12
13 14