EWM

EPG Wealth Management Portfolio holdings

AUM $372M
1-Year Est. Return 20.99%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.99%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$359M
AUM Growth
-$20.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
435
New
Increased
Reduced
Closed

Top Buys

1
+$2.13M
2
+$1.4M
3
+$1.2M
4
CAT icon
Caterpillar
CAT
+$1.2M
5
ORCL icon
Oracle
ORCL
+$868K

Top Sells

1
+$2.37M
2
+$2.29M
3
+$2M
4
NVDA icon
NVIDIA
NVDA
+$1.51M
5
CIBR icon
First Trust NASDAQ Cybersecurity ETF
CIBR
+$1.4M

Sector Composition

1 Technology 17.33%
2 Financials 7.67%
3 Healthcare 5.42%
4 Industrials 5.23%
5 Consumer Discretionary 4.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$36.6K 0.01%
228
302
$36.6K 0.01%
938
303
$35.8K 0.01%
1,421
304
$34.9K 0.01%
3,056
+1,000
305
$34.9K 0.01%
682
+13
306
$34.5K 0.01%
600
307
$34.2K 0.01%
+3,118
308
$33.6K 0.01%
458
309
$32.9K 0.01%
874
+3
310
$32.8K 0.01%
1,122
+7
311
$31.8K 0.01%
690
-1,408
312
$31.3K 0.01%
127
+1
313
$31.1K 0.01%
127
314
$30.8K 0.01%
1,516
-650
315
$30.6K 0.01%
400
316
$30.6K 0.01%
+1,500
317
$30.1K 0.01%
800
318
$29.9K 0.01%
853
+4
319
$28.2K 0.01%
456
+3
320
$26.5K 0.01%
313
321
$26.1K 0.01%
+683
322
$24.6K 0.01%
450
323
$24K 0.01%
259
324
$24K 0.01%
700
325
$23.8K 0.01%
93
11 12
13
14 15