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
401
$3.68K ﹤0.01%
38
402
$3.63K ﹤0.01%
48
403
$3.59K ﹤0.01%
57
404
$3.45K ﹤0.01%
193
405
$3.38K ﹤0.01%
134
406
$3.38K ﹤0.01%
111
407
$3.28K ﹤0.01%
62
408
$2.95K ﹤0.01%
45
409
$2.67K ﹤0.01%
44
+1
410
$2.48K ﹤0.01%
96
411
$2.36K ﹤0.01%
67
412
$2.25K ﹤0.01%
81
413
$1.98K ﹤0.01%
38
414
$1.84K ﹤0.01%
37
415
$1.82K ﹤0.01%
79
+1
416
$1.2K ﹤0.01%
19
417
$1.14K ﹤0.01%
6
418
$928 ﹤0.01%
16
419
$770 ﹤0.01%
43
420
$591 ﹤0.01%
17
421
$524 ﹤0.01%
6
422
$222 ﹤0.01%
4
423
– –
-200
424
– –
-6,879
425
– –
-14,000
14 15 16
17
18