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
576
$3K ﹤0.01%
+105
577
$3K ﹤0.01%
+82
578
$3K ﹤0.01%
+75
579
$3K ﹤0.01%
+69
580
$3K ﹤0.01%
+63
581
$3K ﹤0.01%
+170
582
$3K ﹤0.01%
+43
583
$3K ﹤0.01%
+128
584
$3K ﹤0.01%
+89
585
$3K ﹤0.01%
+106
586
$3K ﹤0.01%
+5
587
$3K ﹤0.01%
+41
588
$3K ﹤0.01%
+49
589
$2K ﹤0.01%
+5
590
$2K ﹤0.01%
+65
591
$2K ﹤0.01%
+50
592
$2K ﹤0.01%
+300
593
$2K ﹤0.01%
+10
594
$2K ﹤0.01%
+4
595
$2K ﹤0.01%
+50
596
$2K ﹤0.01%
+60
597
$2K ﹤0.01%
+95
598
$2K ﹤0.01%
+6
599
$2K ﹤0.01%
+45
600
$2K ﹤0.01%
+118
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