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
176
$77K 0.06%
+902
177
$76K 0.06%
+740
178
$75K 0.05%
+688
179
$75K 0.05%
+681
180
$73K 0.05%
+412
181
$73K 0.05%
+1,381
182
$72K 0.05%
+1,723
183
$72K 0.05%
+5,578
184
$72K 0.05%
+434
185
$72K 0.05%
+209
186
$72K 0.05%
+765
187
$71K 0.05%
+339
188
$70K 0.05%
+5,327
189
$70K 0.05%
+4,415
190
$70K 0.05%
+922
191
$70K 0.05%
+879
192
$69K 0.05%
+603
193
$67K 0.05%
+7,254
194
$67K 0.05%
+3,786
195
$67K 0.05%
+571
196
$67K 0.05%
+1,108
197
$67K 0.05%
+1,139
198
$66K 0.05%
+2,351
199
$66K 0.05%
+554
200
$66K 0.05%
+500
6 7
8
9 10