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
101
$1.06M 0.28%
24,346
-425
102
$1.03M 0.27%
5,787
-45
103
$1.01M 0.27%
5,308
-605
104
$1.01M 0.27%
4,757
+42
105
$996K 0.26%
11,790
-108
106
$996K 0.26%
6,123
-135
107
$987K 0.26%
30,261
-184
108
$980K 0.26%
11,350
-101
109
$976K 0.26%
4,421
-278
110
$958K 0.25%
22,075
-191
111
$957K 0.25%
1,519
112
$940K 0.25%
8,055
-1,662
113
$918K 0.24%
3,620
-34
114
$914K 0.24%
+1,834
115
$900K 0.24%
8,350
-69
116
$893K 0.24%
8,302
-2,969
117
$878K 0.23%
3,749
-46
118
$869K 0.23%
4,552
+23
119
$857K 0.23%
26,847
-552
120
$853K 0.22%
4,802
-1,193
121
$845K 0.22%
35,294
-1,261
122
$828K 0.22%
5,699
-1,583
123
$802K 0.21%
10,197
-1,515
124
$793K 0.21%
20,679
+105
125
$791K 0.21%
13,235
-196
3 4
5
6 7