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
51
$444K 0.33%
+7,424
52
$435K 0.32%
+1,479
53
$429K 0.31%
+10,146
54
$426K 0.31%
+19,653
55
$426K 0.31%
+9,591
56
$415K 0.3%
+1,950
57
$413K 0.3%
+6,732
58
$408K 0.3%
+3,795
59
$399K 0.29%
+7,205
60
$388K 0.28%
+1,320
61
$387K 0.28%
+38,554
62
$373K 0.27%
+14,960
63
$370K 0.27%
+3,088
64
$360K 0.26%
+1,822
65
$358K 0.26%
+5,340
66
$358K 0.26%
+60,840
67
$352K 0.26%
+6,031
68
$351K 0.26%
+5,576
69
$331K 0.24%
+4,890
70
$315K 0.23%
+5,138
71
$304K 0.22%
+4,092
72
$303K 0.22%
+2,529
73
$303K 0.22%
+5,239
74
$300K 0.22%
+6,019
75
$298K 0.22%
+4,673
1 2
3
4 5