EWM

EPG Wealth Management Portfolio holdings

AUM $372M
1-Year Est. Return 20.96%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.96%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$333M
AUM Growth
-$25.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
420
New
Increased
Reduced
Closed

Top Buys

1
+$4.96M
2
+$875K
3
+$637K
4
TJX icon
TJX Companies
TJX
+$620K
5
CSX icon
CSX Corp
CSX
+$548K

Top Sells

1
+$5.37M
2
+$3.98M
3
+$3.63M
4
MSFT icon
Microsoft
MSFT
+$2.18M
5
ROBT icon
First Trust Nasdaq Artificial Intelligence and Robotics ETF
ROBT
+$1.76M

Sector Composition

1 Technology 20.54%
2 Financials 8.61%
3 Industrials 6.62%
4 Healthcare 5.46%
5 Communication Services 4.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.92M 0.88%
15,059
-3,783
27
$2.92M 0.88%
14,264
+499
28
$2.65M 0.79%
7,456
+213
29
$2.63M 0.79%
8,629
-1,342
30
$2.54M 0.76%
5,005
+37
31
$2.51M 0.75%
2,395
-20
32
$2.5M 0.75%
18,680
-2,320
33
$2.39M 0.72%
26,187
+409
34
$2.38M 0.71%
28,702
-407
35
$2.37M 0.71%
30,506
-226
36
$2.27M 0.68%
10,014
+226
37
$2.25M 0.68%
48,625
+879
38
$2.2M 0.66%
16,289
-2,488
39
$2.14M 0.64%
9,205
+496
40
$2.12M 0.64%
7,770
+122
41
$2.08M 0.63%
19,192
-333
42
$2.02M 0.61%
2,680
+160
43
$1.98M 0.6%
6,722
+90
44
$1.98M 0.59%
6,782
-166
45
$1.89M 0.57%
44,648
+790
46
$1.83M 0.55%
17,038
+814
47
$1.83M 0.55%
8,890
+410
48
$1.81M 0.54%
26,150
+182
49
$1.81M 0.54%
4,661
+740
50
$1.78M 0.54%
41,175
+253
1
2
3 4 5