EWM

EPG Wealth Management Portfolio holdings

AUM $372M
1-Year Est. Return 20.99%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.99%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$359M
AUM Growth
-$20.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
435
New
Increased
Reduced
Closed

Top Buys

1
+$2.13M
2
+$1.4M
3
+$1.2M
4
CAT icon
Caterpillar
CAT
+$1.2M
5
ORCL icon
Oracle
ORCL
+$868K

Top Sells

1
+$2.37M
2
+$2.29M
3
+$2M
4
NVDA icon
NVIDIA
NVDA
+$1.51M
5
CIBR icon
First Trust NASDAQ Cybersecurity ETF
CIBR
+$1.4M

Sector Composition

1 Technology 17.33%
2 Financials 7.67%
3 Healthcare 5.42%
4 Industrials 5.23%
5 Consumer Discretionary 4.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$813K 0.23%
16,391
+2,098
127
$801K 0.22%
15,883
+1,978
128
$782K 0.22%
5,004
-304
129
$781K 0.22%
30,586
-4,708
130
$764K 0.21%
2,948
+86
131
$761K 0.21%
15,250
132
$752K 0.21%
25,208
133
$749K 0.21%
3,932
-620
134
$745K 0.21%
+5,331
135
$740K 0.21%
6,566
+305
136
$731K 0.2%
+28,824
137
$697K 0.19%
10,687
+3,120
138
$693K 0.19%
9,281
+472
139
$662K 0.18%
2,801
+86
140
$660K 0.18%
5,347
+261
141
$650K 0.18%
6,588
-42
142
$639K 0.18%
18,600
-1,500
143
$632K 0.18%
17,200
+500
144
$627K 0.17%
7,563
+1,552
145
$622K 0.17%
10,110
+205
146
$619K 0.17%
+29,150
147
$602K 0.17%
+8,900
148
$600K 0.17%
16,440
+134
149
$600K 0.17%
6,675
+460
150
$570K 0.16%
9,670
4 5
6
7 8