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
551
$4K ﹤0.01%
+31
552
$4K ﹤0.01%
+120
553
$4K ﹤0.01%
+40
554
$4K ﹤0.01%
+82
555
$3K ﹤0.01%
+111
556
$3K ﹤0.01%
+62
557
$3K ﹤0.01%
+44
558
$3K ﹤0.01%
+100
559
$3K ﹤0.01%
+94
560
$3K ﹤0.01%
+43
561
$3K ﹤0.01%
+128
562
$3K ﹤0.01%
+89
563
$3K ﹤0.01%
+106
564
$3K ﹤0.01%
+5
565
$3K ﹤0.01%
+41
566
$3K ﹤0.01%
+49
567
$3K ﹤0.01%
+165
568
$3K ﹤0.01%
+72
569
$3K ﹤0.01%
+66
570
$3K ﹤0.01%
+190
571
$3K ﹤0.01%
+65
572
$3K ﹤0.01%
+60
573
$3K ﹤0.01%
+46
574
$3K ﹤0.01%
+53
575
$3K ﹤0.01%
+122
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