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
$136M
AUM Growth
-$380K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
908
New
Increased
Reduced
Closed

Top Buys

1
+$2.54M
2
+$2.29M
3
+$1.94M
4
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$1.89M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.53M

Top Sells

1
+$2.55M
2
+$2.01M
3
+$1.62M
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$1.17M
5
XLP icon
State Street Consumer Staples Select Sector SPDR ETF
XLP
+$847K

Sector Composition

1 Technology 8.86%
2 Financials 4.44%
3 Consumer Discretionary 4.13%
4 Consumer Staples 3.24%
5 Healthcare 3.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$28K 0.02%
575
+360
352
$27K 0.02%
1,600
-36
353
$27K 0.02%
790
+685
354
$27K 0.02%
1,517
+514
355
$27K 0.02%
+900
356
$27K 0.02%
1,350
357
$27K 0.02%
1,200
358
$27K 0.02%
501
+66
359
$26K 0.02%
+700
360
$26K 0.02%
453
+138
361
$26K 0.02%
509
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362
$26K 0.02%
931
-2,680
363
$26K 0.02%
765
364
$26K 0.02%
601
365
$26K 0.02%
724
366
$26K 0.02%
462
+3
367
$26K 0.02%
904
-1,208
368
$25K 0.02%
600
-300
369
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200
370
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1,764
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371
$25K 0.02%
101
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372
$25K 0.02%
5,000
373
$25K 0.02%
590
374
$25K 0.02%
599
+533
375
$24K 0.02%
1,000
13 14
15
16 17