EWM

EPG Wealth Management Portfolio holdings

AUM $369M
1-Year Est. Return 24.85%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.85%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$363M
AUM Growth
+$30M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
329
New
Increased
Reduced
Closed

Top Buys

1
+$3.07M
2
+$1.44M
3
+$1.27M
4
AMZN icon
Amazon
AMZN
+$1.24M
5
DASH icon
DoorDash
DASH
+$1.07M

Top Sells

1
+$2.28M
2
+$1.34M
3
+$1.33M
4
NVDA icon
NVIDIA
NVDA
+$1.01M
5
GEHC icon
GE HealthCare
GEHC
+$837K

Sector Composition

1 Technology 21.85%
2 Financials 8.41%
3 Industrials 6.83%
4 Healthcare 5.06%
5 Consumer Discretionary 4.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$10.9K ﹤0.01%
424
277
$10.8K ﹤0.01%
698
278
$10.8K ﹤0.01%
111
279
$10.5K ﹤0.01%
110
280
$8.68K ﹤0.01%
211
+100
281
$8.68K ﹤0.01%
28
282
$8.5K ﹤0.01%
181
283
$8.23K ﹤0.01%
82
+1
284
$8.2K ﹤0.01%
85
285
$7.72K ﹤0.01%
106
286
$7.61K ﹤0.01%
117
287
$7.59K ﹤0.01%
66
288
$7.4K ﹤0.01%
45
289
$6.9K ﹤0.01%
72
290
$6.51K ﹤0.01%
61
291
$6.05K ﹤0.01%
170
292
$6.03K ﹤0.01%
129
+7
293
$5.69K ﹤0.01%
109
294
$5.53K ﹤0.01%
58
295
$5.53K ﹤0.01%
50
296
$4.55K ﹤0.01%
44
297
$4.4K ﹤0.01%
75
298
$4.03K ﹤0.01%
133
299
$3.97K ﹤0.01%
48
300
$3.91K ﹤0.01%
39
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