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
$379M
AUM Growth
-$17.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
442
New
Increased
Reduced
Closed

Top Buys

1
+$2.38M
2
+$1.06M
3
+$914K
4
GEHC icon
GE HealthCare
GEHC
+$766K
5
PLTR icon
Palantir
PLTR
+$466K

Top Sells

1
+$2.45M
2
+$1.43M
3
+$1.37M
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$973K
5
MSCI icon
MSCI
MSCI
+$951K

Sector Composition

1 Technology 19.47%
2 Financials 6.95%
3 Industrials 5.48%
4 Consumer Discretionary 4.9%
5 Healthcare 4.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$47.4K 0.01%
534
+2
302
$45.3K 0.01%
210
303
$45.1K 0.01%
638
304
$44.8K 0.01%
920
-497
305
$44.7K 0.01%
83
-1
306
$43.2K 0.01%
1,880
+12
307
$42.3K 0.01%
68
308
$42.2K 0.01%
2,166
309
$40.8K 0.01%
523
+7
310
$38K 0.01%
+314
311
$37.3K 0.01%
458
+3
312
$36.8K 0.01%
228
+1
313
$36.5K 0.01%
895
314
$36.3K 0.01%
1,421
315
$35.2K 0.01%
653
316
$34.4K 0.01%
600
317
$33.6K 0.01%
938
318
$33.4K 0.01%
648
+3
319
$33.3K 0.01%
633
320
$33.1K 0.01%
669
+1
321
$32.5K 0.01%
871
+13
322
$32.3K 0.01%
1,115
+16
323
$32.3K 0.01%
849
+3
324
$32.2K 0.01%
127
325
$32.1K 0.01%
126
+1
11 12
13
14 15