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
151
$559K 0.15%
4,227
-71
152
$546K 0.14%
13,000
153
$538K 0.14%
4,354
+4
154
$530K 0.14%
9,214
-1,218
155
$520K 0.14%
3,552
-171
156
$517K 0.14%
6,011
-41
157
$510K 0.13%
10,556
+74
158
$501K 0.13%
3,623
-94
159
$499K 0.13%
1,721
+2
160
$499K 0.13%
6,459
+17
161
$498K 0.13%
6,586
-311
162
$496K 0.13%
6,215
-38
163
$492K 0.13%
4,619
+3
164
$488K 0.13%
853
+5
165
$485K 0.13%
3,680
-1,166
166
$479K 0.13%
9,670
-1,125
167
$466K 0.12%
+6,159
168
$459K 0.12%
2,088
-98
169
$456K 0.12%
8,367
+103
170
$438K 0.12%
6,234
-1,372
171
$429K 0.11%
4,643
+28
172
$414K 0.11%
5,799
+19
173
$404K 0.11%
4,599
-62
174
$396K 0.1%
2,998
-200
175
$393K 0.1%
7,900
5 6
7
8 9