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
101
$191K 0.14%
+671
102
$190K 0.14%
+2,586
103
$186K 0.14%
+1,154
104
$184K 0.13%
+869
105
$184K 0.13%
+5,234
106
$181K 0.13%
+1,562
107
$177K 0.13%
+857
108
$176K 0.13%
+1,865
109
$175K 0.13%
+3,639
110
$173K 0.13%
+901
111
$173K 0.13%
+3,226
112
$171K 0.13%
+3,025
113
$171K 0.13%
+8,945
114
$170K 0.12%
+6,781
115
$169K 0.12%
+2,603
116
$166K 0.12%
+724
117
$159K 0.12%
+1,570
118
$159K 0.12%
+5,379
119
$152K 0.11%
+1,665
120
$151K 0.11%
+5,036
121
$150K 0.11%
+4,968
122
$149K 0.11%
+1,754
123
$145K 0.11%
+1,670
124
$143K 0.1%
+1,188
125
$141K 0.1%
+585
3 4
5
6 7