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
751
$1K ﹤0.01%
50
752
$1K ﹤0.01%
+30
753
$1K ﹤0.01%
69
-168
754
$1K ﹤0.01%
57
-3
755
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50
756
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4
-2
757
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93
758
$1K ﹤0.01%
64
-54
759
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66
-52
760
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+4
761
$1K ﹤0.01%
+10
762
$1K ﹤0.01%
100
-65
763
$1K ﹤0.01%
+3
764
– –
0
765
$1K ﹤0.01%
24
-2
766
$1K ﹤0.01%
31
767
$1K ﹤0.01%
+4
768
$1K ﹤0.01%
23
-1
769
$1K ﹤0.01%
+45
770
$1K ﹤0.01%
156
-149
771
$1K ﹤0.01%
31
772
$0 ﹤0.01%
3
-7
773
$0 ﹤0.01%
70
+17
774
$0 ﹤0.01%
+6
775
$0 ﹤0.01%
44
29 30
31
32 33