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
$249M
AUM Growth
+$13.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
382
New
Increased
Reduced
Closed

Top Buys

1
+$1.85M
2
+$810K
3
+$445K
4
PWB icon
Invesco Large Cap Growth ETF
PWB
+$444K
5
SGOL icon
abrdn Physical Gold Shares ETF
SGOL
+$425K

Top Sells

1
+$640K
2
+$598K
3
+$579K
4
T icon
AT&T
T
+$550K
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$431K

Sector Composition

1 Technology 10.76%
2 Financials 5.2%
3 Consumer Discretionary 4.31%
4 Industrials 3.29%
5 Communication Services 2.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.02M 0.41%
18,978
-28
52
$1.01M 0.4%
2,245
+118
53
$1M 0.4%
6,912
+6
54
$984K 0.39%
3,390
+1
55
$979K 0.39%
13,079
-85
56
$977K 0.39%
20,589
+1,918
57
$977K 0.39%
15,294
+3,459
58
$920K 0.37%
3,901
+451
59
$913K 0.37%
1,088
+124
60
$908K 0.36%
17,589
-537
61
$901K 0.36%
16,562
+1,526
62
$893K 0.36%
2,664
+147
63
$884K 0.35%
2,468
-73
64
$876K 0.35%
28,610
+6
65
$868K 0.35%
7,816
-401
66
$832K 0.33%
6,863
+36
67
$821K 0.33%
3,552
+114
68
$800K 0.32%
7,418
+1,010
69
$800K 0.32%
3,941
+171
70
$793K 0.32%
2,297
+141
71
$784K 0.31%
5,605
-2,607
72
$773K 0.31%
6,579
+651
73
$765K 0.31%
28,422
+890
74
$748K 0.3%
3,524
+98
75
$718K 0.29%
8,766
+1
1 2
3
4 5