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
576
$3K ﹤0.01%
+44
577
$3K ﹤0.01%
+100
578
$3K ﹤0.01%
+94
579
$3K ﹤0.01%
+106
580
$3K ﹤0.01%
+56
581
$3K ﹤0.01%
+26
582
$3K ﹤0.01%
+123
583
$3K ﹤0.01%
+124
584
$3K ﹤0.01%
+105
585
$3K ﹤0.01%
+82
586
$3K ﹤0.01%
+75
587
$3K ﹤0.01%
+69
588
$3K ﹤0.01%
+63
589
$2K ﹤0.01%
+60
590
$2K ﹤0.01%
+252
591
$2K ﹤0.01%
+39
592
$2K ﹤0.01%
+4
593
$2K ﹤0.01%
+50
594
$2K ﹤0.01%
+60
595
$2K ﹤0.01%
+95
596
$2K ﹤0.01%
+6
597
$2K ﹤0.01%
+45
598
$2K ﹤0.01%
+118
599
$2K ﹤0.01%
+118
600
$2K ﹤0.01%
+138
22 23
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