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
$137M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
667
New
Increased
Reduced
Closed

Top Buys

1
+$10.2M
2
+$9.56M
3
+$7.05M
4
AAPL icon
Apple
AAPL
+$5.44M
5
FDT icon
First Trust Developed Markets ex-US AlphaDEX Fund
FDT
+$4.49M

Top Sells

No sells this quarter

Sector Composition

1 Technology 8.28%
2 Financials 4.97%
3 Industrials 3.7%
4 Consumer Staples 2.89%
5 Consumer Discretionary 2.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$20K 0.01%
+60
352
$20K 0.01%
+5,000
353
$20K 0.01%
+556
354
$20K 0.01%
+104
355
$19K 0.01%
+217
356
$19K 0.01%
+1,000
357
$19K 0.01%
+93
358
$19K 0.01%
+350
359
$19K 0.01%
+271
360
$19K 0.01%
+32
361
$19K 0.01%
+653
362
$19K 0.01%
+626
363
$19K 0.01%
+319
364
$18K 0.01%
+133
365
$18K 0.01%
+330
366
$18K 0.01%
+1,261
367
$18K 0.01%
+454
368
$18K 0.01%
+600
369
$18K 0.01%
+466
370
$18K 0.01%
+1,586
371
$17K 0.01%
+196
372
$17K 0.01%
+213
373
$17K 0.01%
+234
374
$17K 0.01%
+56
375
$16K 0.01%
+196
13 14
15
16 17