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
526
$5K ﹤0.01%
+122
527
$5K ﹤0.01%
+78
528
$4K ﹤0.01%
+31
529
$4K ﹤0.01%
+120
530
$4K ﹤0.01%
+40
531
$4K ﹤0.01%
+48
532
$4K ﹤0.01%
+3
533
$4K ﹤0.01%
+34
534
$4K ﹤0.01%
+33
535
$4K ﹤0.01%
+35
536
$4K ﹤0.01%
+120
537
$4K ﹤0.01%
+143
538
$4K ﹤0.01%
+77
539
$4K ﹤0.01%
+38
540
$4K ﹤0.01%
+75
541
$4K ﹤0.01%
+54
542
$4K ﹤0.01%
+50
543
$4K ﹤0.01%
+29
544
$4K ﹤0.01%
+75
545
$4K ﹤0.01%
+101
546
$4K ﹤0.01%
+297
547
$4K ﹤0.01%
+182
548
$4K ﹤0.01%
+115
549
$4K ﹤0.01%
+126
550
$4K ﹤0.01%
+15
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