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
$136M
AUM Growth
-$380K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
908
New
Increased
Reduced
Closed

Top Buys

1
+$2.54M
2
+$2.29M
3
+$1.94M
4
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$1.89M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.53M

Top Sells

1
+$2.55M
2
+$2.01M
3
+$1.62M
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$1.17M
5
XLP icon
State Street Consumer Staples Select Sector SPDR ETF
XLP
+$847K

Sector Composition

1 Technology 8.86%
2 Financials 4.44%
3 Consumer Discretionary 4.13%
4 Consumer Staples 3.24%
5 Healthcare 3.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
726
$1K ﹤0.01%
12
727
$1K ﹤0.01%
43
728
$1K ﹤0.01%
+3
729
$1K ﹤0.01%
18
730
$1K ﹤0.01%
16
731
$1K ﹤0.01%
6
+5
732
$1K ﹤0.01%
25
733
$1K ﹤0.01%
+17
734
$1K ﹤0.01%
+5
735
$1K ﹤0.01%
+116
736
$1K ﹤0.01%
17
737
$1K ﹤0.01%
+174
738
$1K ﹤0.01%
+10
739
$1K ﹤0.01%
72
740
$1K ﹤0.01%
62
-79
741
$1K ﹤0.01%
+4
742
$1K ﹤0.01%
120
743
$1K ﹤0.01%
60
744
$1K ﹤0.01%
22
+10
745
$1K ﹤0.01%
+4
746
$1K ﹤0.01%
23
747
$1K ﹤0.01%
+23
748
$1K ﹤0.01%
+10
749
$1K ﹤0.01%
+8
750
$1K ﹤0.01%
30
28 29
30
31 32