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
$359M
AUM Growth
-$20.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
435
New
Increased
Reduced
Closed

Top Buys

1
+$2.14M
2
+$1.5M
3
+$1.11M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.02M
5
UNH icon
UnitedHealth
UNH
+$870K

Top Sells

1
+$2.39M
2
+$2.27M
3
+$2.03M
4
PEP icon
PepsiCo
PEP
+$1.35M
5
CIBR icon
First Trust NASDAQ Cybersecurity ETF
CIBR
+$1.33M

Sector Composition

1 Technology 17.33%
2 Financials 7.67%
3 Healthcare 5.42%
4 Industrials 5.23%
5 Consumer Discretionary 4.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$13K ﹤0.01%
318
+1
352
$12.3K ﹤0.01%
430
-175
353
$12.3K ﹤0.01%
103
354
$11.8K ﹤0.01%
161
+2
355
$11.7K ﹤0.01%
99
-77
356
$11.7K ﹤0.01%
127
+1
357
$11.3K ﹤0.01%
150
358
$10.7K ﹤0.01%
133
-4,466
359
$10.7K ﹤0.01%
424
360
$10.5K ﹤0.01%
110
361
$10.4K ﹤0.01%
300
362
$10K ﹤0.01%
500
363
$9.96K ﹤0.01%
110
364
$9.69K ﹤0.01%
193
+2
365
$9.49K ﹤0.01%
250
366
$9.47K ﹤0.01%
144
+3
367
$9.22K ﹤0.01%
300
368
$8.38K ﹤0.01%
181
-97
369
$8.11K ﹤0.01%
85
370
$7.98K ﹤0.01%
80
371
$7.44K ﹤0.01%
105
372
$7.22K ﹤0.01%
28
373
$6.49K ﹤0.01%
117
374
$6.44K ﹤0.01%
61
375
$6.17K ﹤0.01%
284
13 14
15
16 17