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
$137M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
667
New
Increased
Reduced
Closed

Top Buys

1
+$9.87M
2
+$9.15M
3
+$6.76M
4
AAPL icon
Apple
AAPL
+$4.77M
5
FDT icon
First Trust Developed Markets ex-US AlphaDEX Fund
FDT
+$4.37M

Top Sells

No sells this quarter

Sector Composition

1 Technology 8.28%
2 Financials 4.97%
3 Industrials 3.7%
4 Consumer Staples 2.89%
5 Consumer Discretionary 2.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$6K ﹤0.01%
+40
502
$6K ﹤0.01%
+324
503
$6K ﹤0.01%
+141
504
$6K ﹤0.01%
+195
505
$6K ﹤0.01%
+138
506
$5K ﹤0.01%
+102
507
$5K ﹤0.01%
+115
508
$5K ﹤0.01%
+51
509
$5K ﹤0.01%
+160
510
$5K ﹤0.01%
+116
511
$5K ﹤0.01%
+196
512
$5K ﹤0.01%
+95
513
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+50
514
$5K ﹤0.01%
+74
515
$5K ﹤0.01%
+100
516
$5K ﹤0.01%
+193
517
$5K ﹤0.01%
+98
518
$5K ﹤0.01%
+90
519
$5K ﹤0.01%
+35
520
$5K ﹤0.01%
+39
521
$5K ﹤0.01%
+129
522
$5K ﹤0.01%
+210
523
$5K ﹤0.01%
+57
524
$5K ﹤0.01%
+20
525
$5K ﹤0.01%
+82
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