EWM

EPG Wealth Management Portfolio holdings

AUM $369M
1-Year Est. Return 24.85%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.85%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$363M
AUM Growth
+$30M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
329
New
Increased
Reduced
Closed

Top Buys

1
+$3.07M
2
+$1.44M
3
+$1.27M
4
AMZN icon
Amazon
AMZN
+$1.24M
5
DASH icon
DoorDash
DASH
+$1.07M

Top Sells

1
+$2.28M
2
+$1.34M
3
+$1.33M
4
NVDA icon
NVIDIA
NVDA
+$1.01M
5
GEHC icon
GE HealthCare
GEHC
+$837K

Sector Composition

1 Technology 21.85%
2 Financials 8.41%
3 Industrials 6.83%
4 Healthcare 5.06%
5 Consumer Discretionary 4.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.86M 0.51%
2,412
+122
52
$1.8M 0.5%
26,780
53
$1.79M 0.49%
26,223
+73
54
$1.79M 0.49%
10,766
+801
55
$1.76M 0.49%
7,020
+251
56
$1.75M 0.48%
39,891
-1,284
57
$1.75M 0.48%
6,201
+595
58
$1.73M 0.48%
9,415
+525
59
$1.71M 0.47%
17,532
+494
60
$1.64M 0.45%
5,832
+587
61
$1.6M 0.44%
7,792
+474
62
$1.58M 0.44%
3,907
+14
63
$1.57M 0.43%
1,454
-21
64
$1.54M 0.42%
16,273
+353
65
$1.54M 0.42%
1,664
+53
66
$1.51M 0.42%
4,885
+283
67
$1.49M 0.41%
11,150
+544
68
$1.42M 0.39%
5,786
+251
69
$1.42M 0.39%
2,496
+86
70
$1.4M 0.38%
5,103
+831
71
$1.39M 0.38%
6,260
-653
72
$1.38M 0.38%
13,360
+910
73
$1.36M 0.38%
10,747
+660
74
$1.33M 0.37%
14,099
+804
75
$1.33M 0.37%
6,172
+185
1 2
3
4 5