EWM
EPG Wealth Management Portfolio holdings
AUM
$333M
1-Year Return
18.3%
This Quarter Return
+6.97%
1 Year Return
+18.3%
3 Year Return
+72%
5 Year Return
+123.15%
10 Year Return
–
AUM
$236M
AUM Growth
+$30.1M
(+15%)
Cap. Flow
+$16.4M
Cap. Flow
% of AUM
6.95%
Top 10 Holdings %
Top 10 Hldgs %
36.54%
Holding
213
New
25
Increased
135
Reduced
38
Closed
3
Top Buys
Top Sells
| 1 |
iShares S&P 500 Growth ETF
IVW
|
$3.42M |
| 2 |
iShares Biotechnology ETF
IBB
|
$2.92M |
| 3 |
ARK Innovation ETF
ARKK
|
$625K |
| 4 |
ARK Genomic Revolution ETF
ARKG
|
$591K |
| 5 |
Merck
MRK
|
$347K |
Sector Composition
| 1 | Technology | 10.31% |
| 2 | Financials | 5.32% |
| 3 | Consumer Discretionary | 4.21% |
| 4 | Industrials | 3.42% |
| 5 | Communication Services | 2.97% |
