EWM

EPG Wealth Management Portfolio holdings

AUM $333M
1-Year Est. Return 18.3%
This Quarter Est. Return
1 Year Est. Return
+18.3%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$167M
AUM Growth
+$31.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
164
New
Increased
Reduced
Closed

Top Buys

1
+$1.29M
2
+$754K
3
+$701K
4
VNLA icon
Janus Henderson Short Duration Income ETF
VNLA
+$578K
5
QCLN icon
First Trust NASDAQ Clean Edge Green Energy Index Fund
QCLN
+$499K

Top Sells

1
+$412K
2
+$395K
3
+$357K
4
SPLV icon
Invesco S&P 500 Low Volatility ETF
SPLV
+$330K
5
FPE icon
First Trust Preferred Securities and Income ETF
FPE
+$293K

Sector Composition

1 Technology 11.89%
2 Financials 4.96%
3 Consumer Discretionary 4.77%
4 Industrials 3.62%
5 Consumer Staples 3.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$246K 0.15%
2,833
+12
127
$244K 0.15%
1,154
128
$244K 0.15%
1,725
+57
129
$243K 0.15%
+3,912
130
$243K 0.15%
+4,029
131
$238K 0.14%
+917
132
$238K 0.14%
+1,351
133
$235K 0.14%
+1,979
134
$232K 0.14%
2,642
-1,986
135
$228K 0.14%
+2,446
136
$227K 0.14%
4,719
137
$226K 0.14%
+3,606
138
$222K 0.13%
+765
139
$222K 0.13%
+4,673
140
$220K 0.13%
13,615
141
$220K 0.13%
+720
142
$216K 0.13%
+1,102
143
$214K 0.13%
+1,029
144
$213K 0.13%
+1,988
145
$212K 0.13%
+1,495
146
$211K 0.13%
+976
147
$210K 0.13%
+688
148
$209K 0.13%
+2,025
149
$205K 0.12%
+8,348
150
$203K 0.12%
+907
3 4 5
6
7