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
601
$2K ﹤0.01%
+107
602
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+45
603
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604
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605
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606
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607
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608
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+50
609
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+168
610
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+58
611
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+165
612
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613
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614
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615
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+300
616
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+10
617
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618
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619
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620
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+28
621
$2K ﹤0.01%
+32
622
$2K ﹤0.01%
+26
623
$2K ﹤0.01%
+24
624
$2K ﹤0.01%
+13
625
$2K ﹤0.01%
+40
23 24
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