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
$429M
AUM Growth
+$20.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
463
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

1
+$18.8M
2
+$17.1M
3
+$16.5M
4
NVDA icon
NVIDIA
NVDA
+$12.6M
5
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$12M

Sector Composition

1 Technology 18.96%
2 Financials 6.1%
3 Industrials 5.48%
4 Healthcare 4.78%
5 Consumer Discretionary 4.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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463
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