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
126
$141K 0.1%
+1,604
127
$138K 0.1%
+274
128
$137K 0.1%
+1,167
129
$129K 0.09%
+1,536
130
$129K 0.09%
+401
131
$128K 0.09%
+2,276
132
$127K 0.09%
+2,668
133
$127K 0.09%
+1,490
134
$125K 0.09%
+848
135
$125K 0.09%
+6,960
136
$124K 0.09%
+3,003
137
$124K 0.09%
+694
138
$123K 0.09%
+60
139
$123K 0.09%
+2,295
140
$122K 0.09%
+1,769
141
$122K 0.09%
+2,469
142
$118K 0.09%
+8,283
143
$117K 0.09%
+3,905
144
$116K 0.09%
+500
145
$114K 0.08%
+2,112
146
$108K 0.08%
+1,677
147
$106K 0.08%
+398
148
$105K 0.08%
+887
149
$105K 0.08%
+1,000
150
$104K 0.08%
+585
4 5
6
7 8