EWM
EPG Wealth Management Portfolio holdings
AUM
$369M
1-Year Est. Return
24.85%
This Fund
S&P 500
1 Year Est. Return
+24.85%
AUM
$369M
AUM Growth
-$2.81M
(-0.76%)
Holding
334
Top Buys
| 1 | +$8.18M | |
| 2 | +$2.5M | |
| 3 | +$1.59M | |
| 4 |
Alphabet (Google) Class A
GOOGL
|
+$1.54M |
| 5 |
Bank of America
BAC
|
+$1.5M |
Top Sells
| 1 | +$8.08M | |
| 2 | +$3.49M | |
| 3 | +$1.53M | |
| 4 |
Seagate
STX
|
+$1.4M |
| 5 |
Uber
UBER
|
+$1.3M |
Sector Composition
| 1 | Technology | 19.64% |
| 2 | Financials | 7.86% |
| 3 | Industrials | 7.48% |
| 4 | Healthcare | 5.02% |
| 5 | Communication Services | 4.93% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
326
Transocean
RIG
$6.84B
| – | – |
-12,701
|
|
||
327
iShares 0-3 Month Treasury Bond ETF
SGOV
$91.5B
| – | – |
-2,408
|
|
||
328
Alcoa
AA
$21.3B
| – | – |
-5,356
|
|
||
329
ALPS Clean Energy ETF
ACES
$145M
| – | – |
-7
|
|
||
330
Capital One
COF
$111B
| – | – |
-6,314
|
|
||
331
Salesforce
CRM
$156B
| – | – |
-13,188
|
|
||
332
First Trust Cloud Computing ETF
SKYY
$3.12B
| – | – |
-16
|
|
||
333
Invesco S&P 500 GARP ETF
SPGP
$2.2B
| – | – |
-10
|
|
||
334
UnitedHealth
UNH
$342B
| – | – |
-2,760
|
|