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
$249M
AUM Growth
+$13.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
382
New
Increased
Reduced
Closed

Top Buys

1
+$1.85M
2
+$810K
3
+$445K
4
PWB icon
Invesco Large Cap Growth ETF
PWB
+$444K
5
SGOL icon
abrdn Physical Gold Shares ETF
SGOL
+$425K

Top Sells

1
+$640K
2
+$598K
3
+$579K
4
T icon
AT&T
T
+$550K
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$431K

Sector Composition

1 Technology 10.76%
2 Financials 5.2%
3 Consumer Discretionary 4.31%
4 Industrials 3.29%
5 Communication Services 2.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$5K ﹤0.01%
+170
352
$5K ﹤0.01%
+129
353
$4K ﹤0.01%
+44
354
$4K ﹤0.01%
+201
355
$4K ﹤0.01%
+75
356
$4K ﹤0.01%
+39
357
$4K ﹤0.01%
+114
358
$3K ﹤0.01%
+41
359
$3K ﹤0.01%
+117
360
$3K ﹤0.01%
+133
361
$3K ﹤0.01%
+45
362
$3K ﹤0.01%
+43
363
$2K ﹤0.01%
+38
364
$2K ﹤0.01%
+13
365
$2K ﹤0.01%
+26
366
$2K ﹤0.01%
+19
367
$2K ﹤0.01%
+36
368
$1K ﹤0.01%
+38
369
$1K ﹤0.01%
+21
370
$1K ﹤0.01%
+9
371
$1K ﹤0.01%
+43
372
$1K ﹤0.01%
+72
373
$1K ﹤0.01%
+24
374
– –
-5,769
375
– –
-981
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15
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