EWM

EPG Wealth Management Portfolio holdings

AUM $333M
1-Year Est. Return 18.3%
This Quarter Est. Return
1 Year Est. Return
+18.3%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$317M
AUM Growth
+$54.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
424
New
Increased
Reduced
Closed

Top Buys

1 +$3.66M
2 +$1.71M
3 +$1.43M
4
SNY icon
Sanofi
SNY
+$1.02M
5
GILD icon
Gilead Sciences
GILD
+$977K

Sector Composition

1 Technology 13.05%
2 Industrials 5.71%
3 Financials 5.53%
4 Healthcare 5.15%
5 Consumer Discretionary 4.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
326
$25.3K 0.01%
342
327
$24.6K 0.01%
108
+60
328
$24.5K 0.01%
590
+7
329
$24.4K 0.01%
459
-179
330
$23.8K 0.01%
368
331
$23.5K 0.01%
123
332
$22.8K 0.01%
435
+3
333
$22.5K 0.01%
993
334
$22.3K 0.01%
443
335
$21.3K 0.01%
194
336
$19.6K 0.01%
+750
337
$19.1K 0.01%
150
338
$19.1K 0.01%
310
339
$18.9K 0.01%
348
340
$18.6K 0.01%
460
341
$17.8K 0.01%
422
+6
342
$17.1K 0.01%
892
+14
343
$16.1K 0.01%
308
+1
344
$15.2K ﹤0.01%
162
345
$15K ﹤0.01%
+297
346
$15K ﹤0.01%
275
347
$14.9K ﹤0.01%
355
-305
348
$14.7K ﹤0.01%
1,013
349
$14.6K ﹤0.01%
175
350
$14.6K ﹤0.01%
+313