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
$363M
AUM Growth
+$30M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
329
New
Increased
Reduced
Closed

Top Buys

1
+$3.07M
2
+$1.44M
3
+$1.27M
4
AMZN icon
Amazon
AMZN
+$1.24M
5
DASH icon
DoorDash
DASH
+$1.07M

Top Sells

1
+$2.28M
2
+$1.34M
3
+$1.33M
4
NVDA icon
NVIDIA
NVDA
+$1.01M
5
GEHC icon
GE HealthCare
GEHC
+$837K

Sector Composition

1 Technology 21.85%
2 Financials 8.41%
3 Industrials 6.83%
4 Healthcare 5.06%
5 Consumer Discretionary 4.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.33M 0.37%
7,177
+105
77
$1.32M 0.36%
2,693
+187
78
$1.3M 0.36%
19,453
+4,131
79
$1.3M 0.36%
1,952
-309
80
$1.3M 0.36%
7,607
+490
81
$1.27M 0.35%
3,448
+186
82
$1.27M 0.35%
9,172
+549
83
$1.27M 0.35%
5,965
-57
84
$1.25M 0.34%
31,876
+6,066
85
$1.23M 0.34%
5,130
+363
86
$1.21M 0.33%
7,883
+180
87
$1.2M 0.33%
2,470
+311
88
$1.2M 0.33%
16,894
-2,564
89
$1.17M 0.32%
8,076
+537
90
$1.16M 0.32%
+4,258
91
$1.13M 0.31%
45,849
+317
92
$1.09M 0.3%
4,166
+273
93
$1.07M 0.3%
3,270
+289
94
$1.05M 0.29%
21,263
+257
95
$1.04M 0.29%
1,455
-192
96
$1.04M 0.29%
6,240
-67
97
$1.04M 0.29%
30,216
+5,392
98
$1.04M 0.29%
12,438
+237
99
$1.02M 0.28%
22,268
+6
100
$1.01M 0.28%
6,963
+18
2 3
4
5 6