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
$137M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
667
New
Increased
Reduced
Closed

Top Buys

1
+$10.2M
2
+$9.56M
3
+$7.05M
4
AAPL icon
Apple
AAPL
+$5.44M
5
FDT icon
First Trust Developed Markets ex-US AlphaDEX Fund
FDT
+$4.49M

Top Sells

No sells this quarter

Sector Composition

1 Technology 8.28%
2 Financials 4.97%
3 Industrials 3.7%
4 Consumer Staples 2.89%
5 Consumer Discretionary 2.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$13K 0.01%
+224
402
$13K 0.01%
+306
403
$13K 0.01%
+1,115
404
$13K 0.01%
+385
405
$13K 0.01%
+874
406
$13K 0.01%
+58
407
$12K 0.01%
+60
408
$12K 0.01%
+175
409
$12K 0.01%
+100
410
$12K 0.01%
+506
411
$12K 0.01%
+58
412
$12K 0.01%
+163
413
$12K 0.01%
+102
414
$12K 0.01%
+1,104
415
$12K 0.01%
+541
416
$11K 0.01%
+132
417
$11K 0.01%
+184
418
$11K 0.01%
+782
419
$11K 0.01%
+430
420
$11K 0.01%
+2,111
421
$11K 0.01%
+259
422
$11K 0.01%
+100
423
$10K 0.01%
+71
424
$10K 0.01%
+100
425
$10K 0.01%
+82
15 16
17
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