EWM

EPG Wealth Management Portfolio holdings

AUM $372M
1-Year Est. Return 20.99%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.99%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$136M
AUM Growth
-$380K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
908
New
Increased
Reduced
Closed

Top Buys

1
+$2.54M
2
+$2.29M
3
+$1.94M
4
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$1.89M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.53M

Top Sells

1
+$2.55M
2
+$2.01M
3
+$1.62M
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$1.17M
5
XLP icon
State Street Consumer Staples Select Sector SPDR ETF
XLP
+$847K

Sector Composition

1 Technology 8.86%
2 Financials 4.44%
3 Consumer Discretionary 4.13%
4 Consumer Staples 3.24%
5 Healthcare 3.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$11K 0.01%
+76
477
$11K 0.01%
+210
478
$11K 0.01%
385
479
$11K 0.01%
1,586
480
$10K 0.01%
309
+110
481
$10K 0.01%
+225
482
$10K 0.01%
58
483
$10K 0.01%
+1,036
484
$10K 0.01%
+71
485
$10K 0.01%
182
+1
486
$10K 0.01%
+21
487
$10K 0.01%
30
+25
488
$10K 0.01%
300
+225
489
$9K 0.01%
123
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490
$9K 0.01%
175
491
$9K 0.01%
638
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492
$9K 0.01%
967
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493
$9K 0.01%
1,437
-1,369
494
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495
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496
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264
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497
$9K 0.01%
371
498
$9K 0.01%
322
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499
$9K 0.01%
519
+93
500
$9K 0.01%
307
-159
18 19
20
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