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
451
$8K 0.01%
+104
452
$8K 0.01%
+126
453
$8K 0.01%
+118
454
$8K 0.01%
+165
455
$8K 0.01%
+60
456
$7K 0.01%
+23
457
$7K 0.01%
+429
458
$7K 0.01%
+178
459
$7K 0.01%
+220
460
$7K 0.01%
+170
461
$7K 0.01%
+137
462
$7K 0.01%
+177
463
$7K 0.01%
+28
464
$7K 0.01%
+238
465
$7K 0.01%
+81
466
$7K 0.01%
+90
467
$7K 0.01%
+500
468
$7K 0.01%
+138
469
$7K 0.01%
+212
470
$7K 0.01%
+163
471
$7K 0.01%
+127
472
$7K 0.01%
+75
473
$7K 0.01%
+68
474
$6K ﹤0.01%
+40
475
$6K ﹤0.01%
+111