EWM

EPG Wealth Management Portfolio holdings

AUM $333M
1-Year Est. Return 18.3%
This Quarter Est. Return
1 Year Est. Return
+18.3%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$408M
AUM Growth
+$28.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
451
New
Increased
Reduced
Closed

Top Buys

1 +$1.46M
2 +$1.04M
3 +$887K
4
GFEB icon
FT Vest US Equity Moderate Buffer ETF February
GFEB
+$808K
5
AMZN icon
Amazon
AMZN
+$415K

Sector Composition

1 Technology 17.03%
2 Financials 6.25%
3 Industrials 5.67%
4 Consumer Discretionary 5.1%
5 Healthcare 4.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
351
$25.9K 0.01%
400
352
$25.1K 0.01%
445
+3
353
$22.6K 0.01%
11,552
354
$22.5K 0.01%
847
355
$21.6K 0.01%
310
356
$21.5K 0.01%
197
-27
357
$21.4K 0.01%
450
358
$20.8K 0.01%
194
359
$20.8K 0.01%
+600
360
$20.8K 0.01%
1,000
361
$19.8K ﹤0.01%
154
-100
362
$19.5K ﹤0.01%
750
363
$19K ﹤0.01%
355
364
$18.9K ﹤0.01%
+144
365
$18.8K ﹤0.01%
460
366
$18.5K ﹤0.01%
804
367
$18.4K ﹤0.01%
327
368
$17.1K ﹤0.01%
+348
369
$17K ﹤0.01%
275
370
$17K ﹤0.01%
831
+9
371
$16.8K ﹤0.01%
162
372
$16.3K ﹤0.01%
87
+10
373
$16.1K ﹤0.01%
119
374
$15.7K ﹤0.01%
175
375
$14.8K ﹤0.01%
544
+2