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
376
$9.77K ﹤0.01%
250
377
$9.72K ﹤0.01%
141
378
$9.5K ﹤0.01%
300
379
$9.45K ﹤0.01%
191
+3
380
$9.08K ﹤0.01%
400
381
$8.87K ﹤0.01%
+330
382
$8.6K ﹤0.01%
171
383
$7.91K ﹤0.01%
80
384
$7.86K ﹤0.01%
85
385
$7.55K ﹤0.01%
28
386
$7.12K ﹤0.01%
260
-1,774
387
$6.9K ﹤0.01%
105
388
$6.55K ﹤0.01%
72
389
$6.43K ﹤0.01%
61
390
$6.27K ﹤0.01%
45
391
$6.1K ﹤0.01%
117
392
$5.84K ﹤0.01%
137
393
$5.82K ﹤0.01%
284
394
$5.51K ﹤0.01%
122
395
$5.43K ﹤0.01%
50
396
$5.22K ﹤0.01%
57
+1
397
$4.98K ﹤0.01%
62
398
$4.75K ﹤0.01%
145
+2
399
$4.37K ﹤0.01%
75
400
$4.29K ﹤0.01%
44
14 15
16
17 18