EWM

EPG Wealth Management Portfolio holdings

AUM $333M
1-Year Est. Return 18.3%
This Quarter Est. Return
1 Year Est. Return
+18.3%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$408M
AUM Growth
+$28.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
451
New
Increased
Reduced
Closed

Top Buys

1
+$1.46M
2
+$1.04M
3
+$887K
4
GFEB icon
FT Vest US Equity Moderate Buffer ETF February
GFEB
+$808K
5
AMZN icon
Amazon
AMZN
+$415K

Top Sells

1
+$889K
2
+$854K
3
+$541K
4
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$341K
5
IVE icon
iShares S&P 500 Value ETF
IVE
+$220K

Sector Composition

1 Technology 17.03%
2 Financials 6.25%
3 Industrials 5.67%
4 Consumer Discretionary 5.1%
5 Healthcare 4.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.94M 0.48%
2,653
+116
52
$1.94M 0.48%
9,434
+403
53
$1.92M 0.47%
6,897
+221
54
$1.92M 0.47%
2,665
+80
55
$1.92M 0.47%
13,510
+144
56
$1.9M 0.46%
4,169
+44
57
$1.88M 0.46%
9,162
+387
58
$1.87M 0.46%
31,580
59
$1.83M 0.45%
25,364
+518
60
$1.79M 0.44%
3,552
+94
61
$1.77M 0.43%
11,223
+296
62
$1.75M 0.43%
13,764
+194
63
$1.75M 0.43%
10,311
+7
64
$1.72M 0.42%
2,826
+342
65
$1.65M 0.41%
14,350
-121
66
$1.57M 0.38%
21,676
+3,688
67
$1.56M 0.38%
10,074
68
$1.56M 0.38%
36,976
+430
69
$1.53M 0.38%
26,400
+1,400
70
$1.52M 0.37%
11,140
+889
71
$1.51M 0.37%
15,199
+27
72
$1.5M 0.37%
24,485
+739
73
$1.5M 0.37%
2,860
-52
74
$1.48M 0.36%
9,386
-15
75
$1.46M 0.36%
+42,551
1 2
3
4 5