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
$141M
AUM Growth
+$4.88M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
866
New
Increased
Reduced
Closed

Top Buys

1
+$2.56M
2
+$2.1M
3
+$1.8M
4
ARKG icon
ARK Genomic Revolution ETF
ARKG
+$1.15M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$818K

Top Sells

1
+$3.42M
2
+$1.98M
3
+$1.02M
4
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$927K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$835K

Sector Composition

1 Technology 9.81%
2 Consumer Discretionary 4.65%
3 Financials 3.68%
4 Consumer Staples 3.19%
5 Communication Services 2.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.31M 0.93%
15,927
+1,761
27
$1.3M 0.92%
16,408
-1,262
28
$1.29M 0.92%
21,756
-6,550
29
$1.27M 0.9%
21,748
+3,926
30
$1.23M 0.87%
34,713
+1,155
31
$1.15M 0.81%
31,946
+5,103
32
$1.13M 0.8%
8,573
-1,141
33
$1.07M 0.76%
11,417
+916
34
$1.04M 0.74%
18,494
-1,236
35
$1.01M 0.72%
30,802
-1,859
36
$1.01M 0.72%
5,390
+903
37
$991K 0.7%
35,190
-10,395
38
$978K 0.69%
29,610
+418
39
$938K 0.67%
5,253
-1,565
40
$936K 0.66%
40,463
+6,882
41
$876K 0.62%
10,115
+8,992
42
$871K 0.62%
5,567
+5,227
43
$868K 0.62%
16,809
-50
44
$847K 0.6%
27,567
+19,020
45
$834K 0.59%
6,531
-1,520
46
$813K 0.58%
6,802
-102
47
$772K 0.55%
9,285
48
$741K 0.53%
6,846
-200
49
$712K 0.5%
14,160
-6,251
50
$677K 0.48%
13,103
+368
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