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
$137M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
667
New
Increased
Reduced
Closed

Top Buys

1
+$10.2M
2
+$9.56M
3
+$7.05M
4
AAPL icon
Apple
AAPL
+$5.44M
5
FDT icon
First Trust Developed Markets ex-US AlphaDEX Fund
FDT
+$4.49M

Top Sells

No sells this quarter

Sector Composition

1 Technology 8.28%
2 Financials 4.97%
3 Industrials 3.7%
4 Consumer Staples 2.89%
5 Consumer Discretionary 2.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$23K 0.02%
+615
327
$23K 0.02%
+628
328
$23K 0.02%
+206
329
$23K 0.02%
+475
330
$23K 0.02%
+270
331
$23K 0.02%
+590
332
$23K 0.02%
+488
333
$23K 0.02%
+420
334
$23K 0.02%
+1,200
335
$22K 0.02%
+810
336
$22K 0.02%
+1,095
337
$21K 0.02%
+138
338
$21K 0.02%
+408
339
$21K 0.02%
+225
340
$21K 0.02%
+373
341
$21K 0.02%
+142
342
$21K 0.02%
+413
343
$21K 0.02%
+175
344
$21K 0.02%
+358
345
$21K 0.02%
+458
346
$21K 0.02%
+2,286
347
$21K 0.02%
+280
348
$20K 0.01%
+399
349
$20K 0.01%
+1,784
350
$20K 0.01%
+360
12 13
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