EWM

EPG Wealth Management Portfolio holdings

AUM $372M
1-Year Est. Return 20.99%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.99%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$359M
AUM Growth
-$20.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
435
New
Increased
Reduced
Closed

Top Buys

1
+$2.13M
2
+$1.4M
3
+$1.2M
4
CAT icon
Caterpillar
CAT
+$1.2M
5
ORCL icon
Oracle
ORCL
+$868K

Top Sells

1
+$2.37M
2
+$2.29M
3
+$2M
4
NVDA icon
NVIDIA
NVDA
+$1.51M
5
CIBR icon
First Trust NASDAQ Cybersecurity ETF
CIBR
+$1.4M

Sector Composition

1 Technology 17.33%
2 Financials 7.67%
3 Healthcare 5.42%
4 Industrials 5.23%
5 Consumer Discretionary 4.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$23.1K 0.01%
440
-208
327
$22.6K 0.01%
602
+2
328
$22.2K 0.01%
202
+1
329
$22K 0.01%
198
330
$22K 0.01%
847
331
$20.8K 0.01%
191
-6
332
$19.5K 0.01%
342
+2
333
$19K 0.01%
1,000
334
$18.2K 0.01%
460
335
$17.8K 0.01%
178
336
$17.7K ﹤0.01%
126
337
$17.1K ﹤0.01%
849
+13
338
$17K ﹤0.01%
558
+2
339
$15.6K ﹤0.01%
77
340
$15.2K ﹤0.01%
122
341
$14.8K ﹤0.01%
355
+3
342
$14.6K ﹤0.01%
160
343
$14.4K ﹤0.01%
245
344
$14.3K ﹤0.01%
175
345
$14.1K ﹤0.01%
265
+1
346
$13.7K ﹤0.01%
74
+1
347
$13.6K ﹤0.01%
199
+1
348
$13.3K ﹤0.01%
11,552
349
$13.2K ﹤0.01%
190
350
$13K ﹤0.01%
142
-59
12 13
14
15 16