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
151
$370K 0.11%
681
152
$369K 0.11%
+3,584
153
$360K 0.11%
1,168
+11
154
$348K 0.1%
1,014
+15
155
$332K 0.1%
1,045
-1,903
156
$317K 0.1%
6,245
+36
157
$314K 0.09%
5,526
-1,659
158
$313K 0.09%
716
+14
159
$310K 0.09%
970
-391
160
$307K 0.09%
3,605
-981
161
$297K 0.09%
12,049
-18,537
162
$295K 0.09%
2,163
-4,026
163
$290K 0.09%
8,436
-1,300
164
$283K 0.09%
1,384
165
$277K 0.08%
3,102
+25
166
$273K 0.08%
2,012
-992
167
$270K 0.08%
9,335
+63
168
$267K 0.08%
5,640
-1,246
169
$265K 0.08%
2,148
-707
170
$245K 0.07%
5,287
-30
171
$244K 0.07%
720
172
$242K 0.07%
+2,580
173
$232K 0.07%
1,397
+1
174
$232K 0.07%
24,195
+982
175
$227K 0.07%
2,938
+7
5 6
7
8 9