EWM

EPG Wealth Management Portfolio holdings

AUM $363M
1-Year Est. Return 20.65%
This Quarter Est. Return
1 Year Est. Return
+20.65%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$137M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
667
New
Increased
Reduced
Closed

Top Buys

1
+$10.2M
2
+$9.56M
3
+$7.05M
4
AAPL icon
Apple
AAPL
+$5.44M
5
FDT icon
First Trust Developed Markets ex-US AlphaDEX Fund
FDT
+$4.49M

Top Sells

No sells this quarter

Sector Composition

1 Technology 8.28%
2 Financials 4.97%
3 Industrials 3.7%
4 Consumer Staples 2.89%
5 Consumer Discretionary 2.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$297K 0.22%
+9,031
77
$295K 0.22%
+2,295
78
$290K 0.21%
+7,686
79
$289K 0.21%
+1,406
80
$288K 0.21%
+5,141
81
$283K 0.21%
+7,146
82
$278K 0.2%
+4,309
83
$275K 0.2%
+2,206
84
$271K 0.2%
+2,926
85
$249K 0.18%
+756
86
$239K 0.18%
+4,717
87
$236K 0.17%
+727
88
$229K 0.17%
+2,271
89
$227K 0.17%
+3,268
90
$225K 0.16%
+13,615
91
$225K 0.16%
+3,360
92
$225K 0.16%
+2,116
93
$215K 0.16%
+4,477
94
$215K 0.16%
+1,345
95
$211K 0.15%
+3,611
96
$205K 0.15%
+5,587
97
$199K 0.15%
+6,160
98
$195K 0.14%
+3,973
99
$195K 0.14%
+3,061
100
$191K 0.14%
+640
2 3
4
5 6