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
$379M
AUM Growth
-$17.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
442
New
Increased
Reduced
Closed

Top Buys

1
+$2.38M
2
+$1.06M
3
+$914K
4
GEHC icon
GE HealthCare
GEHC
+$766K
5
PLTR icon
Palantir
PLTR
+$466K

Top Sells

1
+$2.45M
2
+$1.43M
3
+$1.37M
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$973K
5
MSCI icon
MSCI
MSCI
+$951K

Sector Composition

1 Technology 19.47%
2 Financials 6.95%
3 Industrials 5.48%
4 Consumer Discretionary 4.9%
5 Healthcare 4.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$16.5K ﹤0.01%
122
-102
352
$15.9K ﹤0.01%
77
353
$15.7K ﹤0.01%
11,552
354
$14.5K ﹤0.01%
73
+61
355
$14.3K ﹤0.01%
352
+3
356
$14.3K ﹤0.01%
264
+2
357
$14.2K ﹤0.01%
317
358
$14.2K ﹤0.01%
190
+1
359
$14K ﹤0.01%
160
-19
360
$13.6K ﹤0.01%
175
361
$13.3K ﹤0.01%
+151
362
$12.9K ﹤0.01%
198
363
$12.9K ﹤0.01%
245
364
$12.6K ﹤0.01%
278
365
$12.2K ﹤0.01%
103
366
$11.5K ﹤0.01%
150
367
$11.3K ﹤0.01%
+126
368
$10.8K ﹤0.01%
159
+2
369
$10.7K ﹤0.01%
536
-268
370
$10.7K ﹤0.01%
424
371
$10.6K ﹤0.01%
169
372
$10.5K ﹤0.01%
300
-4,150
373
$10.2K ﹤0.01%
110
374
$10K ﹤0.01%
+500
375
$9.79K ﹤0.01%
110
13 14
15
16 17