EWM

EPG Wealth Management Portfolio holdings

AUM $372M
1-Year Est. Return 20.96%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.96%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$135M
AUM Growth
-$5.72M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
154
New
Increased
Reduced
Closed

Top Buys

1
+$1.85M
2
+$702K
3
+$502K
4
FIXD icon
First Trust Smith Opportunistic Fixed Income ETF
FIXD
+$397K
5
IQLT icon
iShares MSCI Intl Quality Factor ETF
IQLT
+$320K

Top Sells

1
+$2.88M
2
+$1.44M
3
+$1.01M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$876K
5
TFI icon
State Street SPDR Nuveen ICE Municipal Bond ETF
TFI
+$868K

Sector Composition

1 Technology 11.55%
2 Consumer Discretionary 4.93%
3 Financials 4.36%
4 Consumer Staples 3.64%
5 Communication Services 3.09%
Name Market Value Portfolio Weight Shares or Principal Change
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