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
$379M
AUM Growth
-$17.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
442
New
Increased
Reduced
Closed

Top Buys

1
+$2.38M
2
+$1.06M
3
+$914K
4
GEHC icon
GE HealthCare
GEHC
+$766K
5
PLTR icon
Palantir
PLTR
+$466K

Top Sells

1
+$2.45M
2
+$1.43M
3
+$1.37M
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$973K
5
MSCI icon
MSCI
MSCI
+$951K

Sector Composition

1 Technology 19.47%
2 Financials 6.95%
3 Industrials 5.48%
4 Consumer Discretionary 4.9%
5 Healthcare 4.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.87M 0.76%
24,840
-1,269
27
$2.71M 0.72%
5,308
-9
28
$2.58M 0.68%
13,934
-904
29
$2.57M 0.68%
41,939
+700
30
$2.57M 0.68%
4,392
-113
31
$2.43M 0.64%
7,253
-443
32
$2.4M 0.63%
29,320
+527
33
$2.38M 0.63%
+2,322
34
$2.34M 0.62%
15,374
-803
35
$2.33M 0.61%
9,628
-726
36
$2.32M 0.61%
12,730
-970
37
$2.17M 0.57%
48,118
-1,334
38
$2.16M 0.57%
36,455
-2,445
39
$2.12M 0.56%
23,770
-980
40
$2.11M 0.56%
30,054
-1,467
41
$2.1M 0.55%
47,627
-5,550
42
$2.06M 0.54%
5,283
-881
43
$2.05M 0.54%
4,834
-21
44
$1.98M 0.52%
6,814
-340
45
$1.97M 0.52%
6,248
-452
46
$1.95M 0.51%
20,162
-2,268
47
$1.92M 0.51%
9,745
-673
48
$1.88M 0.5%
7,623
-208
49
$1.86M 0.49%
21,670
-2,514
50
$1.84M 0.48%
8,134
-366
1
2
3 4 5