EWM

EPG Wealth Management Portfolio holdings

AUM $372M
1-Year Est. Return 20.99%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.99%
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 +$9.87M
2 +$9.15M
3 +$6.76M
4
AAPL icon
Apple
AAPL
+$4.77M
5
FDT icon
First Trust Developed Markets ex-US AlphaDEX Fund
FDT
+$4.37M

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
451
$8K 0.01%
+104
452
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+126
453
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456
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459
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+429
460
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+28
461
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462
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463
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+90
464
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+500
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467
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468
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469
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470
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471
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472
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473
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+177
474
$6K ﹤0.01%
+100
475
$6K ﹤0.01%
+370