EWM
EPG Wealth Management Portfolio holdings
AUM
$363M
1-Year Est. Return
20.65%
1 Year Est. Return
+20.65%
AUM
$363M
AUM Growth
+$30M
(+9%)
Holding
329
Top Buys
| 1 | +$3.08M | |
| 2 | +$1.51M | |
| 3 | +$1.2M | |
| 4 |
Salesforce
CRM
|
+$1.19M |
| 5 |
DoorDash
DASH
|
+$1.16M |
Top Sells
| 1 | +$2.3M | |
| 2 | +$1.4M | |
| 3 | +$1.34M | |
| 4 |
NVIDIA
NVDA
|
+$1.09M |
| 5 |
GE HealthCare
GEHC
|
+$837K |
Sector Composition
| 1 | Technology | 21.85% |
| 2 | Financials | 8.41% |
| 3 | Industrials | 6.83% |
| 4 | Healthcare | 5.06% |
| 5 | Consumer Discretionary | 4.74% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
326
Omnicom Group
OMC
$23B
| – | – |
-7,738
|
|
||
327
Invesco S&P 500 Equal Weight Real Estate ETF
RSPR
$109M
| – | – |
-67
|
|
||
|
SKX
328
DELISTED
Skechers
SKX
| – | – |
-21,226
|
|
||
329
Vanguard FTSE Developed Markets ETF
VEA
$185B
| – | – |
-3,525
|
|