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
$249M
AUM Growth
+$13.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
382
New
Increased
Reduced
Closed

Top Buys

1
+$1.85M
2
+$810K
3
+$445K
4
PWB icon
Invesco Large Cap Growth ETF
PWB
+$444K
5
SGOL icon
abrdn Physical Gold Shares ETF
SGOL
+$425K

Top Sells

1
+$640K
2
+$598K
3
+$579K
4
T icon
AT&T
T
+$550K
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$431K

Sector Composition

1 Technology 10.76%
2 Financials 5.2%
3 Consumer Discretionary 4.31%
4 Industrials 3.29%
5 Communication Services 2.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$412K 0.17%
3,661
+208
127
$406K 0.16%
2,505
+108
128
$399K 0.16%
2,998
+217
129
$397K 0.16%
3,938
+23
130
$397K 0.16%
6,756
+2,406
131
$392K 0.16%
1,127
+67
132
$386K 0.15%
3,803
-533
133
$382K 0.15%
7,315
-7
134
$381K 0.15%
1,908
+92
135
$378K 0.15%
2,257
-45
136
$367K 0.15%
13,421
+1,115
137
$366K 0.15%
3,188
+525
138
$365K 0.15%
5,147
-307
139
$362K 0.15%
1,528
140
$360K 0.14%
1,837
+286
141
$354K 0.14%
9,750
+400
142
$350K 0.14%
6,896
+1,504
143
$347K 0.14%
7,627
+684
144
$346K 0.14%
6,374
+245
145
$341K 0.14%
16,608
-921
146
$338K 0.14%
5,765
+575
147
$335K 0.13%
+1,263
148
$334K 0.13%
7,987
-694
149
$333K 0.13%
1,614
+95
150
$330K 0.13%
+6,600
4 5
6
7 8