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
526
$5K ﹤0.01%
+20
527
$5K ﹤0.01%
+82
528
$4K ﹤0.01%
+50
529
$4K ﹤0.01%
+29
530
$4K ﹤0.01%
+75
531
$4K ﹤0.01%
+101
532
$4K ﹤0.01%
+182
533
$4K ﹤0.01%
+115
534
$4K ﹤0.01%
+48
535
$4K ﹤0.01%
+3
536
$4K ﹤0.01%
+34
537
$4K ﹤0.01%
+33
538
$4K ﹤0.01%
+35
539
$4K ﹤0.01%
+120
540
$4K ﹤0.01%
+143
541
$4K ﹤0.01%
+77
542
$4K ﹤0.01%
+38
543
$4K ﹤0.01%
+75
544
$4K ﹤0.01%
+54
545
$4K ﹤0.01%
+297
546
$4K ﹤0.01%
+126
547
$4K ﹤0.01%
+15
548
$4K ﹤0.01%
+31
549
$4K ﹤0.01%
+123
550
$4K ﹤0.01%
+200
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