EWM

EPG Wealth Management Portfolio holdings

AUM $372M
1-Year Est. Return 20.99%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.99%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$333M
AUM Growth
-$25.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
420
New
Increased
Reduced
Closed

Top Buys

1
+$4.96M
2
+$875K
3
+$637K
4
TJX icon
TJX Companies
TJX
+$620K
5
CSX icon
CSX Corp
CSX
+$548K

Top Sells

1
+$5.37M
2
+$3.98M
3
+$3.63M
4
MSFT icon
Microsoft
MSFT
+$2.18M
5
ROBT icon
First Trust Nasdaq Artificial Intelligence and Robotics ETF
ROBT
+$1.76M

Sector Composition

1 Technology 20.54%
2 Financials 8.61%
3 Industrials 6.62%
4 Healthcare 5.46%
5 Communication Services 4.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.78M 0.53%
12,428
-200
52
$1.76M 0.53%
3,800
+26
53
$1.68M 0.5%
2,290
+38
54
$1.68M 0.5%
26,780
-3,000
55
$1.66M 0.5%
17,750
-6,407
56
$1.64M 0.49%
15,994
+684
57
$1.59M 0.48%
1,611
-386
58
$1.59M 0.48%
9,965
+141
59
$1.57M 0.47%
5,606
-130
60
$1.5M 0.45%
6,769
-1,238
61
$1.5M 0.45%
10,390
-2,117
62
$1.47M 0.44%
4,602
+104
63
$1.47M 0.44%
10,087
-521
64
$1.46M 0.44%
15,920
-1,391
65
$1.45M 0.44%
25,810
+306
66
$1.44M 0.43%
10,606
+151
67
$1.43M 0.43%
3,893
-1,239
68
$1.4M 0.42%
2,261
-444
69
$1.36M 0.41%
1,647
+61
70
$1.36M 0.41%
6,913
-7,219
71
$1.35M 0.41%
2,410
-59
72
$1.34M 0.4%
7,318
+365
73
$1.34M 0.4%
21,226
+1,219
74
$1.34M 0.4%
2,506
+67
75
$1.32M 0.4%
1,475
-62
1 2
3
4 5