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
$359M
AUM Growth
-$20.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
435
New
Increased
Reduced
Closed

Top Buys

1
+$2.14M
2
+$1.5M
3
+$1.11M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.02M
5
UNH icon
UnitedHealth
UNH
+$870K

Top Sells

1
+$2.39M
2
+$2.27M
3
+$2.03M
4
PEP icon
PepsiCo
PEP
+$1.35M
5
CIBR icon
First Trust NASDAQ Cybersecurity ETF
CIBR
+$1.33M

Sector Composition

1 Technology 17.33%
2 Financials 7.67%
3 Healthcare 5.42%
4 Industrials 5.23%
5 Consumer Discretionary 4.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.35M 0.38%
1,696
+112
77
$1.31M 0.36%
12,786
-1,125
78
$1.31M 0.36%
7,681
+604
79
$1.29M 0.36%
3,921
+3,355
80
$1.28M 0.36%
25,504
+2,198
81
$1.27M 0.35%
22,568
+285
82
$1.2M 0.33%
46,831
+2,001
83
$1.19M 0.33%
15,310
+767
84
$1.18M 0.33%
3,178
+224
85
$1.18M 0.33%
2,439
+40
86
$1.17M 0.33%
3,063
-725
87
$1.17M 0.33%
7,057
-607
88
$1.17M 0.33%
6,742
-3,392
89
$1.17M 0.32%
4,374
-47
90
$1.17M 0.32%
13,278
+6,528
91
$1.14M 0.32%
20,007
+2,069
92
$1.12M 0.31%
2,131
+1,661
93
$1.09M 0.3%
110,196
94
$1.08M 0.3%
29,000
-2,000
95
$1.07M 0.3%
5,975
+188
96
$1.07M 0.3%
5,282
+525
97
$1.06M 0.3%
12,507
+1,157
98
$1.05M 0.29%
1,537
+18
99
$1.04M 0.29%
4,098
+349
100
$1.03M 0.29%
21,050
-3,164
2 3
4
5 6