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
$249M
AUM Growth
+$13.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
382
New
Increased
Reduced
Closed

Top Buys

1
+$1.85M
2
+$810K
3
+$445K
4
PWB icon
Invesco Large Cap Growth ETF
PWB
+$444K
5
SGOL icon
abrdn Physical Gold Shares ETF
SGOL
+$425K

Top Sells

1
+$640K
2
+$598K
3
+$579K
4
T icon
AT&T
T
+$550K
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$431K

Sector Composition

1 Technology 10.76%
2 Financials 5.2%
3 Consumer Discretionary 4.31%
4 Industrials 3.29%
5 Communication Services 2.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.87M 0.75%
36,039
+995
27
$1.84M 0.74%
12,208
+530
28
$1.79M 0.72%
10,920
+960
29
$1.77M 0.71%
14,942
-197
30
$1.69M 0.68%
31,574
-148
31
$1.66M 0.67%
6,135
+154
32
$1.62M 0.65%
33,160
+2,328
33
$1.56M 0.63%
5,726
+138
34
$1.5M 0.6%
72,440
+920
35
$1.48M 0.59%
17,302
-588
36
$1.45M 0.58%
18,094
+817
37
$1.43M 0.57%
3,325
-422
38
$1.4M 0.56%
18,684
-1,734
39
$1.39M 0.56%
10,380
+1,000
40
$1.38M 0.56%
12,349
-1,040
41
$1.38M 0.55%
14,029
+10
42
$1.3M 0.52%
7,239
+2,279
43
$1.29M 0.52%
5,833
+13
44
$1.28M 0.52%
7,824
+675
45
$1.15M 0.46%
21,412
-340
46
$1.15M 0.46%
79,535
+968
47
$1.15M 0.46%
29,244
-1,406
48
$1.12M 0.45%
6,936
+193
49
$1.1M 0.44%
39,556
-8,729
50
$1.07M 0.43%
20,383
+2,606
1
2
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