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
$137M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
667
New
Increased
Reduced
Closed

Top Buys

1
+$10.2M
2
+$9.56M
3
+$7.05M
4
AAPL icon
Apple
AAPL
+$5.44M
5
FDT icon
First Trust Developed Markets ex-US AlphaDEX Fund
FDT
+$4.49M

Top Sells

No sells this quarter

Sector Composition

1 Technology 8.28%
2 Financials 4.97%
3 Industrials 3.7%
4 Consumer Staples 2.89%
5 Consumer Discretionary 2.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$103K 0.08%
+5,250
152
$100K 0.07%
+1,694
153
$99K 0.07%
+571
154
$99K 0.07%
+560
155
$99K 0.07%
+820
156
$98K 0.07%
+572
157
$98K 0.07%
+2,254
158
$95K 0.07%
+2,990
159
$95K 0.07%
+1,078
160
$94K 0.07%
+1,087
161
$91K 0.07%
+958
162
$89K 0.07%
+1,760
163
$89K 0.07%
+3,524
164
$89K 0.07%
+494
165
$89K 0.07%
+2,395
166
$86K 0.06%
+2,013
167
$84K 0.06%
+1,928
168
$84K 0.06%
+886
169
$83K 0.06%
+1,488
170
$82K 0.06%
+1,540
171
$81K 0.06%
+1,580
172
$80K 0.06%
+3,116
173
$80K 0.06%
+1,494
174
$79K 0.06%
+2,315
175
$78K 0.06%
+1,119
5 6
7
8 9