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
$379M
AUM Growth
-$17.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
442
New
Increased
Reduced
Closed

Top Buys

1
+$2.38M
2
+$1.06M
3
+$914K
4
GEHC icon
GE HealthCare
GEHC
+$766K
5
PLTR icon
Palantir
PLTR
+$466K

Top Sells

1
+$2.45M
2
+$1.43M
3
+$1.37M
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$973K
5
MSCI icon
MSCI
MSCI
+$951K

Sector Composition

1 Technology 19.47%
2 Financials 6.95%
3 Industrials 5.48%
4 Consumer Discretionary 4.9%
5 Healthcare 4.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.39M 0.37%
5,332
-128
77
$1.38M 0.36%
9,846
-64
78
$1.31M 0.34%
22,283
-600
79
$1.31M 0.34%
2,295
-1,618
80
$1.28M 0.34%
2,399
-88
81
$1.26M 0.33%
3,291
-168
82
$1.26M 0.33%
20,163
-351
83
$1.24M 0.33%
2,362
-368
84
$1.23M 0.32%
2,068
-2
85
$1.23M 0.32%
12,386
-350
86
$1.21M 0.32%
17,938
+83
87
$1.19M 0.31%
10,549
+10
88
$1.19M 0.31%
4,184
-35
89
$1.19M 0.31%
7,077
-282
90
$1.18M 0.31%
24,214
+25
91
$1.18M 0.31%
110,196
-57,905
92
$1.17M 0.31%
4,048
+6
93
$1.16M 0.31%
31,000
-10,651
94
$1.16M 0.31%
6,733
-205
95
$1.16M 0.3%
2,862
+149
96
$1.15M 0.3%
9,056
-4
97
$1.11M 0.29%
7,664
-782
98
$1.09M 0.29%
9,905
-1,146
99
$1.07M 0.28%
44,830
-582
100
$1.06M 0.28%
2,954
-44
2 3
4
5 6