EWM

EPG Wealth Management Portfolio holdings

AUM $372M
1-Year Est. Return 20.96%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.96%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$249M
AUM Growth
+$13.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
382
New
Increased
Reduced
Closed

Top Buys

1
+$1.84M
2
+$843K
3
+$459K
4
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$446K
5
SGOL icon
abrdn Physical Gold Shares ETF
SGOL
+$433K

Top Sells

1
+$660K
2
+$606K
3
+$598K
4
T icon
AT&T
T
+$550K
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$445K

Sector Composition

1 Technology 10.76%
2 Financials 5.2%
3 Consumer Discretionary 4.31%
4 Industrials 3.29%
5 Communication Services 2.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$27K 0.01%
+91
302
$27K 0.01%
+407
303
$26K 0.01%
+224
304
$25K 0.01%
+194
305
$24K 0.01%
+452
306
$24K 0.01%
+376
307
$24K 0.01%
+334
308
$23K 0.01%
+307
309
$23K 0.01%
+443
310
$23K 0.01%
+120
311
$22K 0.01%
+488
312
$22K 0.01%
+56
313
$22K 0.01%
+422
314
$17K 0.01%
+500
315
$17K 0.01%
+162
316
$17K 0.01%
+506
317
$17K 0.01%
+202
318
$15K 0.01%
+175
319
$15K 0.01%
+151
320
$15K 0.01%
+336
321
$14K 0.01%
+317
322
$13K 0.01%
+500
323
$12K ﹤0.01%
+234
324
$12K ﹤0.01%
+102
325
$12K ﹤0.01%
+100
11 12
13
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