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
$359M
AUM Growth
-$20.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
435
New
Increased
Reduced
Closed

Top Buys

1
+$2.14M
2
+$1.5M
3
+$1.11M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.02M
5
UNH icon
UnitedHealth
UNH
+$870K

Top Sells

1
+$2.39M
2
+$2.27M
3
+$2.03M
4
PEP icon
PepsiCo
PEP
+$1.35M
5
CIBR icon
First Trust NASDAQ Cybersecurity ETF
CIBR
+$1.33M

Sector Composition

1 Technology 17.33%
2 Financials 7.67%
3 Healthcare 5.42%
4 Industrials 5.23%
5 Consumer Discretionary 4.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.79M 0.5%
5,736
+404
52
$1.76M 0.49%
24,157
-2,045
53
$1.74M 0.49%
29,780
54
$1.73M 0.48%
27,933
-14,006
55
$1.69M 0.47%
3,774
+201
56
$1.65M 0.46%
6,632
+271
57
$1.64M 0.46%
16,224
+574
58
$1.64M 0.46%
10,608
+762
59
$1.62M 0.45%
9,788
+43
60
$1.6M 0.45%
25,968
+299
61
$1.59M 0.44%
17,311
+364
62
$1.58M 0.44%
2,520
+200
63
$1.55M 0.43%
4,498
+314
64
$1.52M 0.42%
8,930
-1,038
65
$1.52M 0.42%
2,252
-43
66
$1.51M 0.42%
2,705
+205
67
$1.51M 0.42%
36,000
68
$1.51M 0.42%
9,824
+748
69
$1.49M 0.42%
25,511
-10,944
70
$1.39M 0.39%
10,455
-94
71
$1.39M 0.39%
13,202
+816
72
$1.39M 0.39%
27,822
-2,269
73
$1.38M 0.38%
39,300
74
$1.35M 0.38%
11,099
-1,694
75
$1.35M 0.38%
2,469
+107
1 2
3
4 5