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
$263M
AUM Growth
+$19.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
400
New
Increased
Reduced
Closed

Top Sells

1 +$1.36M
2 +$1.36M
3 +$761K
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$656K
5
CION icon
CION Investment
CION
+$601K

Sector Composition

1 Technology 9.71%
2 Industrials 5.17%
3 Financials 5.03%
4 Consumer Discretionary 3.76%
5 Healthcare 3.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
326
$11.1K ﹤0.01%
102
327
$11K ﹤0.01%
128
-581
328
$10.4K ﹤0.01%
48
329
$10.4K ﹤0.01%
71
330
$9.72K ﹤0.01%
161
331
$9.65K ﹤0.01%
100
332
$9.62K ﹤0.01%
187
+1
333
$9.55K ﹤0.01%
201
334
$9.26K ﹤0.01%
110
335
$9.16K ﹤0.01%
144
336
$8.74K ﹤0.01%
103
337
$8.55K ﹤0.01%
567
338
$8.52K ﹤0.01%
103
339
$8.49K ﹤0.01%
100
340
$8.14K ﹤0.01%
85
341
$8.09K ﹤0.01%
120
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$7.93K ﹤0.01%
160
+2
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$7.72K ﹤0.01%
225
344
$7.59K ﹤0.01%
+250
345
$7.13K ﹤0.01%
204
346
$7.05K ﹤0.01%
281
347
$6.97K ﹤0.01%
80
348
$6.51K ﹤0.01%
105
349
$5.91K ﹤0.01%
292
350
$5.77K ﹤0.01%
80