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
$136M
AUM Growth
-$380K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
908
New
Increased
Reduced
Closed

Top Buys

1
+$2.54M
2
+$2.29M
3
+$1.94M
4
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$1.89M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.53M

Top Sells

1
+$2.55M
2
+$2.01M
3
+$1.62M
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$1.17M
5
XLP icon
State Street Consumer Staples Select Sector SPDR ETF
XLP
+$847K

Sector Composition

1 Technology 8.86%
2 Financials 4.44%
3 Consumer Discretionary 4.13%
4 Consumer Staples 3.24%
5 Healthcare 3.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
701
$2K ﹤0.01%
+198
702
$2K ﹤0.01%
122
703
$2K ﹤0.01%
65
704
$2K ﹤0.01%
61
+11
705
$2K ﹤0.01%
19
+12
706
$2K ﹤0.01%
500
+200
707
$2K ﹤0.01%
35
708
$2K ﹤0.01%
+189
709
$2K ﹤0.01%
77
-18
710
$2K ﹤0.01%
55
-7
711
$2K ﹤0.01%
106
712
$2K ﹤0.01%
45
713
$2K ﹤0.01%
82
714
$2K ﹤0.01%
60
715
$2K ﹤0.01%
23
716
$1K ﹤0.01%
+6
717
$1K ﹤0.01%
+8
718
$1K ﹤0.01%
207
+11
719
$1K ﹤0.01%
+36
720
$1K ﹤0.01%
53
+33
721
$1K ﹤0.01%
50
722
$1K ﹤0.01%
+5
723
$1K ﹤0.01%
+4
724
$1K ﹤0.01%
8
725
$1K ﹤0.01%
18
-142
27 28
29
30 31