EWM
EPG Wealth Management Portfolio holdings
AUM
$363M
1-Year Est. Return
20.65%
1 Year Est. Return
+20.65%
AUM
$363M
AUM Growth
+$30M
(+9%)
Holding
329
Top Buys
| 1 | +$3.08M | |
| 2 | +$1.51M | |
| 3 | +$1.2M | |
| 4 |
Salesforce
CRM
|
+$1.19M |
| 5 |
DoorDash
DASH
|
+$1.16M |
Top Sells
| 1 | +$2.3M | |
| 2 | +$1.4M | |
| 3 | +$1.34M | |
| 4 |
NVIDIA
NVDA
|
+$1.09M |
| 5 |
GE HealthCare
GEHC
|
+$837K |
Sector Composition
| 1 | Technology | 21.85% |
| 2 | Financials | 8.41% |
| 3 | Industrials | 6.83% |
| 4 | Healthcare | 5.06% |
| 5 | Consumer Discretionary | 4.74% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
McKesson
MCK
$102B
| $1.86M | 0.51% |
2,412
+122
|
|
||
52
Monster Beverage
MNST
$73B
| $1.8M | 0.5% |
26,780
|
|
||
53
Cisco
CSCO
$304B
| $1.79M | 0.49% |
26,223
+73
|
|
||
54
Qualcomm
QCOM
$183B
| $1.79M | 0.49% |
10,766
+801
|
|
||
55
Lowe's Companies
LOW
$136B
| $1.76M | 0.49% |
7,020
+251
|
|
||
56
Verizon
VZ
$171B
| $1.75M | 0.48% |
39,891
-1,284
|
|
||
57
Amgen
AMGN
$182B
| $1.75M | 0.48% |
6,201
+595
|
|
||
58
ServiceNow
NOW
$171B
| $1.73M | 0.48% |
1,883
+105
|
|
||
59
Boston Scientific
BSX
$147B
| $1.71M | 0.47% |
17,532
+494
|
|
||
60
Oracle
ORCL
$573B
| $1.64M | 0.45% |
5,832
+587
|
|
||
61
Applied Materials
AMAT
$211B
| $1.6M | 0.44% |
7,792
+474
|
|
||
62
Home Depot
HD
$352B
| $1.58M | 0.44% |
3,907
+14
|
|
||
63
KLA
KLAC
$156B
| $1.57M | 0.43% |
1,454
-21
|
|
||
64
Southern Company
SO
$98B
| $1.54M | 0.42% |
16,273
+353
|
|
||
65
Costco
COST
$409B
| $1.54M | 0.42% |
1,664
+53
|
|
||
66
Arthur J. Gallagher & Co
AJG
$62.7B
| $1.51M | 0.42% |
4,885
+283
|
|
||
67
Abbott
ABT
$220B
| $1.49M | 0.41% |
11,150
+544
|
|
||
68
Analog Devices
ADI
$134B
| $1.42M | 0.39% |
5,786
+251
|
|
||
69
Mastercard
MA
$490B
| $1.42M | 0.39% |
2,496
+86
|
|
||
70
Ecolab
ECL
$76.7B
| $1.4M | 0.38% |
5,103
+831
|
|
||
71
Fidelity MSCI Information Technology Index ETF
FTEC
$16.8B
| $1.39M | 0.38% |
6,260
-653
|
|
||
72
Walmart
WMT
$896B
| $1.38M | 0.38% |
13,360
+910
|
|
||
73
Paychex
PAYX
$39.9B
| $1.36M | 0.38% |
10,747
+660
|
|
||
74
ConocoPhillips
COP
$110B
| $1.33M | 0.37% |
14,099
+804
|
|
||
75
Boeing
BA
$156B
| $1.33M | 0.37% |
6,172
+185
|
|