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
101
$320K 0.23%
8,084
-1,852
102
$319K 0.23%
732
+86
103
$297K 0.21%
3,257
-296
104
$295K 0.21%
1,249
+48
105
$294K 0.21%
+17,400
106
$291K 0.21%
2,729
+4
107
$290K 0.21%
7,762
-1,409
108
$284K 0.2%
960
-87
109
$283K 0.2%
1,959
+674
110
$281K 0.2%
11,434
+57
111
$272K 0.19%
+3,820
112
$272K 0.19%
6,807
-1,122
113
$271K 0.19%
2,437
-105
114
$262K 0.19%
6,333
-3,116
115
$260K 0.18%
10,503
-3,709
116
$259K 0.18%
5,577
-1,481
117
$257K 0.18%
4,133
+21
118
$255K 0.18%
6,488
+1,388
119
$255K 0.18%
1,335
+470
120
$242K 0.17%
4,719
-47
121
$240K 0.17%
2,976
-85
122
$240K 0.17%
2,499
-315
123
$236K 0.17%
4,353
+2,719
124
$231K 0.16%
2,584
+97
125
$228K 0.16%
1,236
-85
3 4
5
6 7