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
$408M
AUM Growth
+$28.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
451
New
Increased
Reduced
Closed

Top Buys

1 +$1.46M
2 +$1.04M
3 +$887K
4
GFEB icon
FT Vest US Equity Moderate Buffer ETF February
GFEB
+$808K
5
AMZN icon
Amazon
AMZN
+$415K

Sector Composition

1 Technology 17.03%
2 Financials 6.25%
3 Industrials 5.67%
4 Consumer Discretionary 5.1%
5 Healthcare 4.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
326
$42.2K 0.01%
1,852
-342
327
$40.6K 0.01%
128
+1
328
$39.1K 0.01%
506
+2
329
$36.5K 0.01%
386
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330
$36.5K 0.01%
1,421
331
$35.7K 0.01%
68
332
$34.5K 0.01%
115
333
$34.5K 0.01%
938
334
$33.5K 0.01%
852
+2
335
$33.1K 0.01%
2,365
+600
336
$32.7K 0.01%
653
337
$31.2K 0.01%
+846
338
$31.1K 0.01%
836
+3
339
$31.1K 0.01%
1,076
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340
$30.5K 0.01%
+1,151
341
$30.5K 0.01%
125
342
$30.5K 0.01%
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$30.2K 0.01%
368
344
$29.7K 0.01%
110
+1
345
$29.4K 0.01%
400
346
$29.3K 0.01%
224
347
$29K 0.01%
313
348
$28.7K 0.01%
800
349
$27.5K 0.01%
640
350
$27K 0.01%
993