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
376
$13.8K ﹤0.01%
189
+1
377
$13.6K ﹤0.01%
343
+3
378
$12.7K ﹤0.01%
278
379
$12.7K ﹤0.01%
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$12.6K ﹤0.01%
100
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$12.3K ﹤0.01%
259
+1
382
$12K ﹤0.01%
25
+10
383
$11.6K ﹤0.01%
461
384
$10.8K ﹤0.01%
134
-539
385
$10.6K ﹤0.01%
174
+61
386
$10.5K ﹤0.01%
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387
$10.2K ﹤0.01%
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388
$9.89K ﹤0.01%
110
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$9.6K ﹤0.01%
107
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$9.45K ﹤0.01%
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+1
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$9.31K ﹤0.01%
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$9.2K ﹤0.01%
400
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$9.01K ﹤0.01%
250
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$8.68K ﹤0.01%
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$8.68K ﹤0.01%
141
396
$8.05K ﹤0.01%
85
397
$7.99K ﹤0.01%
201
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$7.54K ﹤0.01%
80
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$7.13K ﹤0.01%
105
400
$7.11K ﹤0.01%
250
-250