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
$332M
AUM Growth
-$6.48M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
439
New
Increased
Reduced
Closed

Top Buys

1
+$1.7M
2
+$1.24M
3
+$881K
4
AMAT icon
Applied Materials
AMAT
+$875K
5
SYK icon
Stryker
SYK
+$874K

Top Sells

1
+$1.74M
2
+$1.11M
3
+$944K
4
COST icon
Costco
COST
+$906K
5
NOC icon
Northrop Grumman
NOC
+$719K

Sector Composition

1 Technology 15.29%
2 Financials 5.97%
3 Healthcare 5.21%
4 Industrials 5.21%
5 Consumer Discretionary 4.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$8.24K ﹤0.01%
100
377
$8.1K ﹤0.01%
250
378
$7.79K ﹤0.01%
85
379
$6.63K ﹤0.01%
80
380
$6.19K ﹤0.01%
105
381
$6.05K ﹤0.01%
292
382
$6.01K ﹤0.01%
83
383
$5.89K ﹤0.01%
15
384
$5.63K ﹤0.01%
111
-6
385
$5.54K ﹤0.01%
204
386
$5.5K ﹤0.01%
117
387
$5.48K ﹤0.01%
28
388
$5.2K ﹤0.01%
+72
389
$5.06K ﹤0.01%
284
390
$5.06K ﹤0.01%
+193
391
$5K ﹤0.01%
137
392
$4.46K ﹤0.01%
50
393
$4.3K ﹤0.01%
137
+2
394
$3.62K ﹤0.01%
41
+1
395
$3.39K ﹤0.01%
59
-2
396
$3.27K ﹤0.01%
65
397
$3.23K ﹤0.01%
193
398
$3.07K ﹤0.01%
44
399
$2.94K ﹤0.01%
111
400
$2.85K ﹤0.01%
134
14 15
16
17 18