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
$379M
AUM Growth
-$17.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
442
New
Increased
Reduced
Closed

Top Buys

1
+$2.38M
2
+$1.06M
3
+$914K
4
GEHC icon
GE HealthCare
GEHC
+$766K
5
PLTR icon
Palantir
PLTR
+$466K

Top Sells

1
+$2.45M
2
+$1.43M
3
+$1.37M
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$973K
5
MSCI icon
MSCI
MSCI
+$951K

Sector Composition

1 Technology 19.47%
2 Financials 6.95%
3 Industrials 5.48%
4 Consumer Discretionary 4.9%
5 Healthcare 4.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$788K 0.21%
16,347
-682
127
$784K 0.21%
15,250
128
$779K 0.21%
8,870
-247
129
$777K 0.2%
12,406
-90
130
$766K 0.2%
+9,801
131
$758K 0.2%
4,653
-68
132
$755K 0.2%
6,261
-49
133
$744K 0.2%
3,315
-11
134
$716K 0.19%
14,293
-3,854
135
$711K 0.19%
8,809
-356
136
$709K 0.19%
13,905
-2,963
137
$703K 0.19%
20,100
+1,000
138
$668K 0.18%
5,534
+69
139
$652K 0.17%
31,381
+1,002
140
$646K 0.17%
7,567
+1,384
141
$631K 0.17%
25,208
142
$624K 0.16%
16,700
-3,570
143
$619K 0.16%
2,715
-61
144
$611K 0.16%
16,306
-2,606
145
$610K 0.16%
6,750
-160
146
$609K 0.16%
1,748
-246
147
$587K 0.15%
5,452
+6
148
$585K 0.15%
4,678
+19
149
$579K 0.15%
5,086
+191
150
$573K 0.15%
17,935
-1,112
4 5
6
7 8