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
101
$1.03M 0.29%
8,479
+129
102
$1.03M 0.29%
2,030
+196
103
$1.01M 0.28%
8,507
+452
104
$1.01M 0.28%
4,825
+23
105
$1.01M 0.28%
6,953
+830
106
$995K 0.28%
12,096
+306
107
$978K 0.27%
23,395
+2,716
108
$971K 0.27%
3,429
+138
109
$969K 0.27%
8,150
-152
110
$959K 0.27%
6,857
+124
111
$957K 0.27%
6,381
-8,993
112
$955K 0.27%
3,850
+230
113
$951K 0.26%
17,150
+803
114
$945K 0.26%
22,972
+897
115
$930K 0.26%
12,686
+280
116
$921K 0.26%
7,839
-1,217
117
$903K 0.25%
3,284
-764
118
$899K 0.25%
6,789
-18,051
119
$891K 0.25%
32,175
+1,914
120
$879K 0.24%
19,705
-4,641
121
$874K 0.24%
5,306
+653
122
$868K 0.24%
27,779
+932
123
$853K 0.24%
10,575
+774
124
$850K 0.24%
5,551
-148
125
$834K 0.23%
1,586
-482
3 4
5
6 7