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
$379M
AUM Growth
-$17.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
442
New
Increased
Reduced
Closed

Top Buys

1
+$2.38M
2
+$1.06M
3
+$914K
4
GEHC icon
GE HealthCare
GEHC
+$766K
5
PLTR icon
Palantir
PLTR
+$466K

Top Sells

1
+$2.45M
2
+$1.43M
3
+$1.37M
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$973K
5
MSCI icon
MSCI
MSCI
+$951K

Sector Composition

1 Technology 19.47%
2 Financials 6.95%
3 Industrials 5.48%
4 Consumer Discretionary 4.9%
5 Healthcare 4.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.82M 0.48%
1,982
-319
52
$1.8M 0.47%
24,292
-1,282
53
$1.78M 0.47%
10,134
-86
54
$1.76M 0.47%
9,968
-252
55
$1.75M 0.46%
43,670
-1,793
56
$1.74M 0.46%
3,573
-97
57
$1.68M 0.44%
3,788
-61
58
$1.68M 0.44%
1,584
-71
59
$1.65M 0.43%
12,793
-514
60
$1.63M 0.43%
2,320
-180
61
$1.61M 0.43%
11,131
-150
62
$1.61M 0.42%
14,543
-5,089
63
$1.58M 0.42%
26,202
-4,386
64
$1.57M 0.41%
29,780
-146
65
$1.56M 0.41%
36,000
-1,500
66
$1.52M 0.4%
25,669
-428
67
$1.47M 0.39%
2,500
-15
68
$1.45M 0.38%
30,091
-6,993
69
$1.45M 0.38%
13,911
-429
70
$1.41M 0.37%
39,300
71
$1.41M 0.37%
23,306
-406
72
$1.4M 0.37%
6,361
-23
73
$1.4M 0.37%
15,650
-649
74
$1.4M 0.37%
16,947
-182
75
$1.39M 0.37%
9,076
-163
1 2
3
4 5