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
$243M
AUM Growth
+$9.31M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
395
New
Increased
Reduced
Closed

Top Buys

1
+$10.8M
2
+$1.74M
3
+$1.28M
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$1.1M
5
IQLT icon
iShares MSCI Intl Quality Factor ETF
IQLT
+$893K

Top Sells

1
+$3.19M
2
+$1.18M
3
+$1.01M
4
FENY icon
Fidelity MSCI Energy Index ETF
FENY
+$874K
5
FFC
Flaherty & Crumrine Preferred and Income Securities Fund
FFC
+$463K

Sector Composition

1 Technology 10.38%
2 Financials 5.28%
3 Consumer Discretionary 3.96%
4 Healthcare 3.54%
5 Industrials 3.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$6K ﹤0.01%
+204
352
$6K ﹤0.01%
+105
353
$6K ﹤0.01%
+292
354
$5K ﹤0.01%
+28
355
$5K ﹤0.01%
+117
356
$5K ﹤0.01%
+284
357
$5K ﹤0.01%
+80
358
$5K ﹤0.01%
+15
359
$4K ﹤0.01%
+50
360
$4K ﹤0.01%
+75
361
$4K ﹤0.01%
+40
362
$4K ﹤0.01%
+132
363
$3K ﹤0.01%
+44
364
$3K ﹤0.01%
+111
365
$3K ﹤0.01%
+117
366
$3K ﹤0.01%
+45
367
$3K ﹤0.01%
+65
368
$2K ﹤0.01%
+133
369
$2K ﹤0.01%
+100
370
$2K ﹤0.01%
+69
371
$2K ﹤0.01%
+19
372
$2K ﹤0.01%
+67
373
$2K ﹤0.01%
+43
374
$2K ﹤0.01%
+54
375
$1K ﹤0.01%
+38
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