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
$141M
AUM Growth
+$4.88M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
866
New
Increased
Reduced
Closed

Top Buys

1
+$2.56M
2
+$2.1M
3
+$1.8M
4
ARKG icon
ARK Genomic Revolution ETF
ARKG
+$1.15M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$818K

Top Sells

1
+$3.42M
2
+$1.98M
3
+$1.02M
4
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$927K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$835K

Sector Composition

1 Technology 9.81%
2 Consumer Discretionary 4.65%
3 Financials 3.68%
4 Consumer Staples 3.19%
5 Communication Services 2.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$676K 0.48%
8,830
+2,002
52
$675K 0.48%
15,117
-1,641
53
$644K 0.46%
2,602
+251
54
$630K 0.45%
4,481
-944
55
$608K 0.43%
1,666
-449
56
$605K 0.43%
1,994
+193
57
$599K 0.42%
19,414
-917
58
$584K 0.41%
16,621
-2,584
59
$572K 0.41%
12,267
-1,121
60
$570K 0.4%
59,960
+7,000
61
$570K 0.4%
24,947
+3,089
62
$551K 0.39%
8,294
-12,346
63
$549K 0.39%
9,354
+91
64
$547K 0.39%
7,720
+120
65
$542K 0.38%
17,860
+3,090
66
$540K 0.38%
11,503
-72,753
67
$539K 0.38%
2,457
+1,921
68
$535K 0.38%
3,140
+2,411
69
$527K 0.37%
6,600
+249
70
$516K 0.37%
2,551
+234
71
$502K 0.36%
7,456
-1,002
72
$493K 0.35%
5,672
+1,602
73
$484K 0.34%
26,297
+1,843
74
$478K 0.34%
+11,451
75
$475K 0.34%
4,671
+21
1 2
3
4 5