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
$369M
AUM Growth
-$2.81M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
334
New
Increased
Reduced
Closed

Top Buys

1
+$8.18M
2
+$2.5M
3
+$1.59M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.54M
5
BAC icon
Bank of America
BAC
+$1.5M

Top Sells

1
+$8.08M
2
+$3.49M
3
+$1.53M
4
STX icon
Seagate
STX
+$1.4M
5
UBER icon
Uber
UBER
+$1.3M

Sector Composition

1 Technology 19.64%
2 Financials 7.86%
3 Industrials 7.48%
4 Healthcare 5.02%
5 Communication Services 4.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
MRVL icon
76
Marvell Technology
MRVL
$264B
$1.22M 0.33%
12,331
+282
BSX icon
77
Boston Scientific
BSX
$70.9B
$1.22M 0.33%
19,422
+1,445
BA icon
78
Boeing
BA
$166B
$1.21M 0.33%
6,095
-189
SNOW icon
79
Snowflake
SNOW
$83.6B
$1.21M 0.33%
+8,006
FENY icon
80
Fidelity MSCI Energy Index ETF
FENY
$1.98B
$1.21M 0.33%
35,454
-9,721
UBER icon
81
Uber
UBER
$146B
$1.19M 0.32%
16,591
-16,880
RY icon
82
Royal Bank of Canada
RY
$266B
$1.17M 0.32%
7,237
+232
FCOM icon
83
Fidelity MSCI Communication Services Index ETF
FCOM
$1.77B
$1.17M 0.32%
17,176
-51
SYK icon
84
Stryker
SYK
$113B
$1.17M 0.32%
3,560
+13
RTX icon
85
RTX Corp
RTX
$232B
$1.17M 0.32%
6,052
-112
XOM icon
86
Exxon Mobil
XOM
$632B
$1.15M 0.31%
6,753
+16
ITW icon
87
Illinois Tool Works
ITW
$72B
$1.14M 0.31%
4,361
+115
TMUS icon
88
T-Mobile US
TMUS
$196B
$1.13M 0.31%
5,383
+199
SGOL icon
89
abrdn Physical Gold Shares ETF
SGOL
$7.58B
$1.12M 0.31%
25,208
AJG icon
90
Arthur J. Gallagher & Co
AJG
$52B
$1.11M 0.3%
5,118
+42
PEP icon
91
PepsiCo
PEP
$195B
$1.1M 0.3%
7,093
+2,547
PEG icon
92
Public Service Enterprise Group
PEG
$38.7B
$1.09M 0.3%
13,445
+461
AZN icon
93
AstraZeneca
AZN
$273B
$1.09M 0.29%
5,514
-5,419
PSX icon
94
Phillips 66
PSX
$74B
$1.08M 0.29%
5,946
+128
ABT icon
95
Abbott
ABT
$152B
$1.08M 0.29%
10,520
-795
VTI icon
96
Vanguard Total Stock Market ETF
VTI
$655B
$1.08M 0.29%
3,365
+95
VNLA icon
97
Janus Henderson Short Duration Income ETF
VNLA
$3.28B
$1.06M 0.29%
21,765
+165
NOW icon
98
ServiceNow
NOW
$122B
$1.05M 0.28%
9,999
+349
SPGI icon
99
S&P Global
SPGI
$122B
$1.04M 0.28%
2,450
-73
HAL icon
100
Halliburton
HAL
$34.3B
$1.03M 0.28%
26,516
+418
2 3
4
5 6