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
$249M
AUM Growth
+$13.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
382
New
Increased
Reduced
Closed

Top Buys

1
+$1.85M
2
+$810K
3
+$445K
4
PWB icon
Invesco Large Cap Growth ETF
PWB
+$444K
5
SGOL icon
abrdn Physical Gold Shares ETF
SGOL
+$425K

Top Sells

1
+$640K
2
+$598K
3
+$579K
4
T icon
AT&T
T
+$550K
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$431K

Sector Composition

1 Technology 10.76%
2 Financials 5.2%
3 Consumer Discretionary 4.31%
4 Industrials 3.29%
5 Communication Services 2.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$12K ﹤0.01%
+178
327
$12K ﹤0.01%
+71
328
$11K ﹤0.01%
+300
329
$11K ﹤0.01%
+100
330
$11K ﹤0.01%
+110
331
$11K ﹤0.01%
+100
332
$11K ﹤0.01%
+103
333
$10K ﹤0.01%
+123
334
$10K ﹤0.01%
+89
335
$10K ﹤0.01%
+103
336
$9K ﹤0.01%
+120
337
$8K ﹤0.01%
+202
338
$8K ﹤0.01%
+225
339
$8K ﹤0.01%
+291
340
$8K ﹤0.01%
+80
341
$8K ﹤0.01%
+281
342
$7K ﹤0.01%
+214
343
$7K ﹤0.01%
+292
344
$7K ﹤0.01%
+72
345
$6K ﹤0.01%
+111
346
$6K ﹤0.01%
+149
347
$6K ﹤0.01%
+105
348
$6K ﹤0.01%
+304
349
$6K ﹤0.01%
+284
350
$6K ﹤0.01%
+28
12 13
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