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
$379M
AUM Growth
-$17.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
442
New
Increased
Reduced
Closed

Top Buys

1
+$2.38M
2
+$1.06M
3
+$914K
4
GEHC icon
GE HealthCare
GEHC
+$766K
5
PLTR icon
Palantir
PLTR
+$466K

Top Sells

1
+$2.45M
2
+$1.43M
3
+$1.37M
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$973K
5
MSCI icon
MSCI
MSCI
+$951K

Sector Composition

1 Technology 19.47%
2 Financials 6.95%
3 Industrials 5.48%
4 Consumer Discretionary 4.9%
5 Healthcare 4.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$30.9K 0.01%
800
327
$30.6K 0.01%
400
328
$27.5K 0.01%
453
+3
329
$27.1K 0.01%
313
330
$26.8K 0.01%
93
-17
331
$26.8K 0.01%
259
332
$26.4K 0.01%
600
+350
333
$24.5K 0.01%
+700
334
$23.9K 0.01%
847
335
$23.5K 0.01%
450
336
$23.4K 0.01%
2,056
337
$23.2K 0.01%
201
338
$22K 0.01%
1,000
339
$21.1K 0.01%
198
+1
340
$21K 0.01%
197
341
$20.5K 0.01%
605
+1
342
$20.3K 0.01%
176
343
$20.1K 0.01%
126
344
$19.3K 0.01%
460
345
$19.3K 0.01%
750
346
$18.4K ﹤0.01%
+201
347
$18.2K ﹤0.01%
340
+6
348
$17.7K ﹤0.01%
556
+4
349
$17.3K ﹤0.01%
178
350
$16.6K ﹤0.01%
836
-22
12 13
14
15 16