EWM
EPG Wealth Management Portfolio holdings
AUM
$333M
This Quarter Return
+6.53%
1 Year Return
+18.3%
3 Year Return
+72%
5 Year Return
+123.15%
10 Year Return
–
AUM
$317M
AUM Growth
+$317M
(+21%)
Cap. Flow
+$41.6M
Cap. Flow
% of AUM
13.13%
Top 10 Holdings %
Top 10 Hldgs %
32.51%
Holding
424
New
45
Increased
214
Reduced
49
Closed
11
Top Buys
| 1 |
First Trust NASDAQ Cybersecurity ETF
CIBR
|
$3.66M |
| 2 |
Monster Beverage
MNST
|
$1.71M |
| 3 |
NVIDIA
NVDA
|
$1.43M |
| 4 |
Sanofi
SNY
|
$1.02M |
| 5 |
Gilead Sciences
GILD
|
$977K |
Top Sells
Sector Composition
| 1 | Technology | 13.05% |
| 2 | Industrials | 5.71% |
| 3 | Financials | 5.53% |
| 4 | Healthcare | 5.15% |
| 5 | Consumer Discretionary | 4.37% |
