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
$137M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
667
New
Increased
Reduced
Closed

Top Buys

1
+$10.2M
2
+$9.56M
3
+$7.05M
4
AAPL icon
Apple
AAPL
+$5.44M
5
FDT icon
First Trust Developed Markets ex-US AlphaDEX Fund
FDT
+$4.49M

Top Sells

No sells this quarter

Sector Composition

1 Technology 8.28%
2 Financials 4.97%
3 Industrials 3.7%
4 Consumer Staples 2.89%
5 Consumer Discretionary 2.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$27K 0.02%
+145
302
$27K 0.02%
+288
303
$27K 0.02%
+300
304
$27K 0.02%
+212
305
$27K 0.02%
+250
306
$26K 0.02%
+532
307
$26K 0.02%
+1,322
308
$26K 0.02%
+649
309
$26K 0.02%
+131
310
$26K 0.02%
+2,240
311
$26K 0.02%
+396
312
$25K 0.02%
+2,806
313
$25K 0.02%
+1,066
314
$25K 0.02%
+428
315
$25K 0.02%
+456
316
$25K 0.02%
+105
317
$25K 0.02%
+88
318
$24K 0.02%
+1,856
319
$24K 0.02%
+600
320
$24K 0.02%
+1,003
321
$24K 0.02%
+111
322
$24K 0.02%
+125
323
$24K 0.02%
+401
324
$24K 0.02%
+1,539
325
$23K 0.02%
+315
11 12
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