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
101
$1.01M 0.28%
30,915
+2,101
102
$1M 0.28%
11,952
+898
103
$996K 0.27%
2,884
+494
104
$979K 0.27%
6,642
+33
105
$970K 0.27%
19,124
+3,130
106
$964K 0.27%
19,254
+3,155
107
$961K 0.26%
4,592
-761
108
$956K 0.26%
6,531
+941
109
$938K 0.26%
16,313
+1,998
110
$928K 0.26%
25,208
111
$920K 0.25%
18,178
-45,349
112
$919K 0.25%
33,764
+1,383
113
$916K 0.25%
12,804
+93
114
$913K 0.25%
1,521
-49
115
$904K 0.25%
19,154
+1,835
116
$891K 0.25%
16,534
-512
117
$864K 0.24%
2,449
-806
118
$834K 0.23%
4,137
+302
119
$801K 0.22%
5,885
+433
120
$786K 0.22%
3,226
-34
121
$763K 0.21%
6,164
+359
122
$758K 0.21%
5,059
+390
123
$758K 0.21%
6,720
-57
124
$756K 0.21%
5,382
-485
125
$728K 0.2%
29,581
+942
3 4
5
6 7