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
626
$2K ﹤0.01%
+8
627
$1K ﹤0.01%
+20
628
$1K ﹤0.01%
+50
629
$1K ﹤0.01%
+7
630
$1K ﹤0.01%
+30
631
$1K ﹤0.01%
+93
632
$1K ﹤0.01%
+8
633
$1K ﹤0.01%
+14
634
$1K ﹤0.01%
+12
635
$1K ﹤0.01%
+12
636
$1K ﹤0.01%
+43
637
$1K ﹤0.01%
+16
638
$1K ﹤0.01%
+25
639
$1K ﹤0.01%
+77
640
$1K ﹤0.01%
+44
641
$1K ﹤0.01%
+72
642
$1K ﹤0.01%
+40
643
$1K ﹤0.01%
+60
644
$1K ﹤0.01%
+12
645
$1K ﹤0.01%
+21
646
$1K ﹤0.01%
+31
647
$1K ﹤0.01%
+10
648
$1K ﹤0.01%
+53
649
$1K ﹤0.01%
+1,051
650
$1K ﹤0.01%
+31
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