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

Top Buys

1
+$10.2M
2
+$9.56M
3
+$7.05M
4
AAPL icon
Apple
AAPL
+$5.44M
5
FDT icon
First Trust Developed Markets ex-US AlphaDEX Fund
FDT
+$4.49M

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%
+52
502
$6K ﹤0.01%
+30
503
$6K ﹤0.01%
+350
504
$6K ﹤0.01%
+195
505
$6K ﹤0.01%
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506
$5K ﹤0.01%
+122
507
$5K ﹤0.01%
+78
508
$5K ﹤0.01%
+116
509
$5K ﹤0.01%
+196
510
$5K ﹤0.01%
+95
511
$5K ﹤0.01%
+50
512
$5K ﹤0.01%
+74
513
$5K ﹤0.01%
+100
514
$5K ﹤0.01%
+193
515
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516
$5K ﹤0.01%
+90
517
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+35
518
$5K ﹤0.01%
+39
519
$5K ﹤0.01%
+102
520
$5K ﹤0.01%
+115
521
$5K ﹤0.01%
+51
522
$5K ﹤0.01%
+160
523
$5K ﹤0.01%
+129
524
$5K ﹤0.01%
+210
525
$5K ﹤0.01%
+57
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