EWM
EPG Wealth Management Portfolio holdings
AUM
$372M
1-Year Est. Return
20.96%
This Fund
S&P 500
1 Year Est. Return
+20.96%
AUM
$372M
AUM Growth
+$8.49M
(+2.3%)
Holding
334
Top Buys
| 1 | +$959K | |
| 2 | +$648K | |
| 3 | +$622K | |
| 4 |
JPMorgan Income ETF
JPIE
|
+$536K |
| 5 |
Roblox
RBLX
|
+$494K |
Top Sells
| 1 | +$1.25M | |
| 2 | +$956K | |
| 3 | +$864K | |
| 4 |
Electronic Arts
EA
|
+$834K |
| 5 |
DuPont de Nemours
DD
|
+$629K |
Sector Composition
| 1 | Technology | 21.64% |
| 2 | Financials | 8.46% |
| 3 | Industrials | 6.78% |
| 4 | Healthcare | 5.56% |
| 5 | Communication Services | 4.55% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
326
Electronic Arts
EA
$50.3B
| – | – |
-4,137
|
|
||
327
iShares MSCI EAFE Min Vol Factor ETF
EFAV
$5.68B
| – | – |
-638
|
|
||
328
Fidelity Wise Origin Bitcoin Fund
FBTC
$9.12B
| – | – |
-3,770
|
|
||
329
iShares US Treasury Bond ETF
GOVT
$35.9B
| – | – |
-2,445
|
|
||
|
HDV
330
iShares Core High Dividend ETF
HDV
$13.8B
| – | – |
-323
|
|
||
331
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
$10.9B
| – | – |
-113
|
|
||
332
Vanguard Small-Cap Value ETF
VBR
$34.5B
| – | – |
-12
|
|
||
333
State Street SPDR S&P Metals & Mining ETF
XME
$4.74B
| – | – |
-410
|
|
||
334
Zoetis
ZTS
$54.4B
| – | – |
-6,531
|
|