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

Top Buys

1
+$9.87M
2
+$9.15M
3
+$6.76M
4
AAPL icon
Apple
AAPL
+$4.77M
5
FDT icon
First Trust Developed Markets ex-US AlphaDEX Fund
FDT
+$4.37M

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%
+475
327
$23K 0.02%
+270
328
$23K 0.02%
+590
329
$23K 0.02%
+488
330
$23K 0.02%
+315
331
$23K 0.02%
+615
332
$23K 0.02%
+628
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%
+280
338
$21K 0.02%
+138
339
$21K 0.02%
+408
340
$21K 0.02%
+225
341
$21K 0.02%
+373
342
$21K 0.02%
+142
343
$21K 0.02%
+413
344
$21K 0.02%
+175
345
$21K 0.02%
+358
346
$21K 0.02%
+458
347
$21K 0.02%
+2,286
348
$20K 0.01%
+5,000
349
$20K 0.01%
+556
350
$20K 0.01%
+399
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