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
$333M
AUM Growth
-$25.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
420
New
Increased
Reduced
Closed

Top Buys

1
+$4.96M
2
+$875K
3
+$637K
4
TJX icon
TJX Companies
TJX
+$620K
5
CSX icon
CSX Corp
CSX
+$548K

Top Sells

1
+$5.37M
2
+$3.98M
3
+$3.63M
4
MSFT icon
Microsoft
MSFT
+$2.18M
5
ROBT icon
First Trust Nasdaq Artificial Intelligence and Robotics ETF
ROBT
+$1.76M

Sector Composition

1 Technology 20.54%
2 Financials 8.61%
3 Industrials 6.62%
4 Healthcare 5.46%
5 Communication Services 4.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$3.17K ﹤0.01%
45
302
$2.4K ﹤0.01%
38
303
$2.35K ﹤0.01%
67
304
$2.34K ﹤0.01%
12
-62
305
$1.87K ﹤0.01%
37
306
$1.62K ﹤0.01%
+32
307
$1.59K ﹤0.01%
+33
308
$645 ﹤0.01%
17
309
$577 ﹤0.01%
6
310
$253 ﹤0.01%
4
311
– –
-558
312
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-19,705
313
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-428
314
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315
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-43
316
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-5,555
317
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319
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320
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321
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322
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323
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324
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-400
325
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-874
11 12
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14 15