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
$359M
AUM Growth
-$20.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
435
New
Increased
Reduced
Closed

Top Buys

1
+$2.14M
2
+$1.5M
3
+$1.11M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.02M
5
UNH icon
UnitedHealth
UNH
+$870K

Top Sells

1
+$2.39M
2
+$2.27M
3
+$2.03M
4
PEP icon
PepsiCo
PEP
+$1.35M
5
CIBR icon
First Trust NASDAQ Cybersecurity ETF
CIBR
+$1.33M

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
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313
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127
314
$30.8K 0.01%
1,516
-650
315
$30.6K 0.01%
400
316
$30.6K 0.01%
+1,500
317
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800
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$29.9K 0.01%
853
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319
$28.2K 0.01%
456
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320
$26.5K 0.01%
313
321
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+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
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