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
376
$6K ﹤0.01%
72
377
$5.72K ﹤0.01%
45
378
$5.69K ﹤0.01%
137
379
$5.62K ﹤0.01%
122
380
$5.57K ﹤0.01%
109
-62
381
$5.37K ﹤0.01%
57
382
$5.07K ﹤0.01%
62
383
$4.87K ﹤0.01%
50
384
$4.57K ﹤0.01%
75
385
$4.38K ﹤0.01%
+170
386
$4.22K ﹤0.01%
268
-268
387
$4.18K ﹤0.01%
126
-19
388
$3.98K ﹤0.01%
111
389
$3.78K ﹤0.01%
38
390
$3.73K ﹤0.01%
44
391
$3.52K ﹤0.01%
62
392
$3.43K ﹤0.01%
48
393
$3.36K ﹤0.01%
193
394
$3.32K ﹤0.01%
134
395
$3.22K ﹤0.01%
45
396
$2.79K ﹤0.01%
44
397
$2.39K ﹤0.01%
67
398
$2.21K ﹤0.01%
38
399
$1.86K ﹤0.01%
37
400
$1.21K ﹤0.01%
19
14 15
16
17 18