EWM

EPG Wealth Management Portfolio holdings

AUM $333M
1-Year Est. Return 18.3%
This Quarter Est. Return
1 Year Est. Return
+18.3%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$408M
AUM Growth
+$28.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
451
New
Increased
Reduced
Closed

Top Buys

1
+$1.46M
2
+$1.04M
3
+$887K
4
GFEB icon
FT Vest US Equity Moderate Buffer ETF February
GFEB
+$808K
5
AMZN icon
Amazon
AMZN
+$415K

Top Sells

1
+$889K
2
+$854K
3
+$541K
4
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$341K
5
IVE icon
iShares S&P 500 Value ETF
IVE
+$220K

Sector Composition

1 Technology 17.03%
2 Financials 6.25%
3 Industrials 5.67%
4 Consumer Discretionary 5.1%
5 Healthcare 4.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$68.8K 0.02%
2,715
+12
302
$67.2K 0.02%
431
+2
303
$65K 0.02%
944
+1
304
$64.2K 0.02%
10,210
305
$63.2K 0.02%
666
306
$63K 0.02%
829
+3
307
$60.5K 0.01%
2,034
308
$59.6K 0.01%
659
309
$57.7K 0.01%
428
310
$54.9K 0.01%
3,199
+77
311
$54.7K 0.01%
3,175
+49
312
$53.9K 0.01%
264
313
$52.5K 0.01%
2,264
314
$50.2K 0.01%
454
315
$50K 0.01%
1,723
+8
316
$48.5K 0.01%
828
317
$47.9K 0.01%
409
318
$47.4K 0.01%
210
319
$46.9K 0.01%
180
320
$45.3K 0.01%
879
+1
321
$45.2K 0.01%
638
-30
322
$44.9K 0.01%
190
-70
323
$44.5K 0.01%
1,507
+5
324
$44.3K 0.01%
931
+2
325
$42.8K 0.01%
1,684
11 12
13
14 15