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
$141M
AUM Growth
+$4.88M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
866
New
Increased
Reduced
Closed

Top Buys

1
+$2.56M
2
+$2.1M
3
+$1.8M
4
ARKG icon
ARK Genomic Revolution ETF
ARKG
+$1.15M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$818K

Top Sells

1
+$3.42M
2
+$1.98M
3
+$1.02M
4
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$927K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$835K

Sector Composition

1 Technology 9.81%
2 Consumer Discretionary 4.65%
3 Financials 3.68%
4 Consumer Staples 3.19%
5 Communication Services 2.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$455K 0.32%
5,603
-731
77
$447K 0.32%
6,548
-29,024
78
$447K 0.32%
2,315
-1,981
79
$443K 0.31%
1,950
-49
80
$426K 0.3%
7,179
-193
81
$425K 0.3%
9,345
-639
82
$424K 0.3%
7,846
+2,697
83
$413K 0.29%
11,909
+61
84
$408K 0.29%
20,301
-69
85
$405K 0.29%
11,623
+4,475
86
$395K 0.28%
16,136
+85
87
$386K 0.27%
7,000
-1,105
88
$385K 0.27%
3,919
+605
89
$384K 0.27%
2,845
+52
90
$381K 0.27%
6,732
+137
91
$375K 0.27%
11,329
+660
92
$363K 0.26%
21,021
+45
93
$360K 0.26%
7,094
-12,276
94
$359K 0.25%
10,095
-28,795
95
$357K 0.25%
7,187
-648
96
$355K 0.25%
5,941
-1,846
97
$354K 0.25%
7,144
+52
98
$336K 0.24%
39,778
+787
99
$324K 0.23%
3,408
+1,653
100
$324K 0.23%
596
+17
2 3
4
5 6