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
126
$227K 0.16%
3,076
-242
127
$225K 0.16%
3,180
-620
128
$224K 0.16%
1,497
+504
129
$222K 0.16%
4,042
+2,462
130
$222K 0.16%
4,274
-1,606
131
$221K 0.16%
1,485
+665
132
$219K 0.16%
4,060
+28
133
$213K 0.15%
9,577
+8,972
134
$213K 0.15%
2,142
-203
135
$212K 0.15%
2,315
-593
136
$211K 0.15%
1,208
+851
137
$210K 0.15%
673
+26
138
$209K 0.15%
8,340
-3,952
139
$208K 0.15%
8,203
+96
140
$206K 0.15%
6,223
+34
141
$206K 0.15%
3,989
-7
142
$184K 0.13%
13,615
143
– –
-506
144
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-16
145
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-24
146
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-20
147
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-158
148
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-171
149
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-30
150
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-5
4 5
6
7 8