EWM

EPG Wealth Management Portfolio holdings

AUM $369M
1-Year Est. Return 24.85%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.85%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$363M
AUM Growth
+$30M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
329
New
Increased
Reduced
Closed

Top Buys

1
+$3.07M
2
+$1.44M
3
+$1.27M
4
AMZN icon
Amazon
AMZN
+$1.24M
5
DASH icon
DoorDash
DASH
+$1.07M

Top Sells

1
+$2.28M
2
+$1.34M
3
+$1.33M
4
NVDA icon
NVIDIA
NVDA
+$1.01M
5
GEHC icon
GE HealthCare
GEHC
+$837K

Sector Composition

1 Technology 21.85%
2 Financials 8.41%
3 Industrials 6.83%
4 Healthcare 5.06%
5 Consumer Discretionary 4.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.18M 0.88%
8,944
+315
27
$3.07M 0.84%
15,060
+796
28
$3.03M 0.84%
12,790
+5,020
29
$2.95M 0.81%
6,175
+1,514
30
$2.94M 0.81%
4,006
-657
31
$2.93M 0.81%
14,393
-666
32
$2.91M 0.8%
10,426
+412
33
$2.87M 0.79%
2,460
+65
34
$2.78M 0.77%
8,141
+685
35
$2.57M 0.71%
26,971
+784
36
$2.57M 0.71%
2,688
+8
37
$2.55M 0.7%
30,705
+2,003
38
$2.43M 0.67%
10,290
-100
39
$2.36M 0.65%
28,861
-1,645
40
$2.35M 0.65%
5,149
+144
41
$2.31M 0.64%
19,230
+550
42
$2.18M 0.6%
15,684
-605
43
$2.16M 0.6%
7,117
+335
44
$2.11M 0.58%
10,610
+843
45
$2.09M 0.58%
14,356
-1,638
46
$2.05M 0.57%
45,978
+1,330
47
$2.05M 0.56%
13,192
+764
48
$1.98M 0.55%
7,021
+299
49
$1.93M 0.53%
3,862
+62
50
$1.91M 0.53%
16,109
-3,083
1
2
3 4 5