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
26
$1.36M 1%
+16,421
27
$1.31M 0.96%
+9,390
28
$1.18M 0.86%
+12,867
29
$1.1M 0.81%
+29,196
30
$1.1M 0.8%
+15,150
31
$1.01M 0.74%
+20,420
32
$1M 0.73%
+7,320
33
$994K 0.73%
+27,793
34
$983K 0.72%
+4,502
35
$961K 0.7%
+19,385
36
$937K 0.69%
+8,665
37
$821K 0.6%
+6,311
38
$779K 0.57%
+25,301
39
$776K 0.57%
+6,214
40
$766K 0.56%
+4,712
41
$731K 0.54%
+18,676
42
$659K 0.48%
+2,047
43
$658K 0.48%
+1,690
44
$603K 0.44%
+12,580
45
$582K 0.43%
+6,300
46
$546K 0.4%
+2,906
47
$514K 0.38%
+3,752
48
$481K 0.35%
+10,821
49
$473K 0.35%
+3,244
50
$471K 0.34%
+2,879
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