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
$333M
AUM Growth
-$25.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
420
New
Increased
Reduced
Closed

Top Buys

1
+$4.96M
2
+$875K
3
+$637K
4
TJX icon
TJX Companies
TJX
+$620K
5
CSX icon
CSX Corp
CSX
+$548K

Top Sells

1
+$5.37M
2
+$3.98M
3
+$3.63M
4
MSFT icon
Microsoft
MSFT
+$2.18M
5
ROBT icon
First Trust Nasdaq Artificial Intelligence and Robotics ETF
ROBT
+$1.76M

Sector Composition

1 Technology 20.54%
2 Financials 8.61%
3 Industrials 6.62%
4 Healthcare 5.46%
5 Communication Services 4.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$614K 0.18%
4,669
+124
127
$612K 0.18%
3,835
+105
128
$608K 0.18%
28,934
-216
129
$603K 0.18%
9,670
130
$601K 0.18%
5,500
-51,920
131
$594K 0.18%
+18,211
132
$586K 0.18%
4,744
+16
133
$584K 0.18%
28,639
-185
134
$582K 0.17%
6,678
+3
135
$578K 0.17%
3,260
-1,744
136
$573K 0.17%
3,882
+145
137
$557K 0.17%
7,738
+175
138
$551K 0.17%
8,973
+266
139
$530K 0.16%
8,676
-1,214
140
$521K 0.16%
6,240
+6
141
$513K 0.15%
4,627
+89
142
$511K 0.15%
1,810
-32
143
$464K 0.14%
9,223
-123
144
$453K 0.14%
2,227
+72
145
$452K 0.14%
4,156
-2,432
146
$449K 0.13%
4,300
147
$443K 0.13%
2,386
-2,439
148
$431K 0.13%
8,915
-40,751
149
$402K 0.12%
6,851
+32
150
$391K 0.12%
1,397
4 5
6
7 8