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
$136M
AUM Growth
-$380K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
908
New
Increased
Reduced
Closed

Top Buys

1
+$2.54M
2
+$2.29M
3
+$1.94M
4
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$1.89M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.53M

Top Sells

1
+$2.55M
2
+$2.01M
3
+$1.62M
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$1.17M
5
XLP icon
State Street Consumer Staples Select Sector SPDR ETF
XLP
+$847K

Sector Composition

1 Technology 8.86%
2 Financials 4.44%
3 Consumer Discretionary 4.13%
4 Consumer Staples 3.24%
5 Healthcare 3.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$97K 0.07%
+4,004
177
$97K 0.07%
1,123
+1,000
178
$94K 0.07%
807
-41
179
$94K 0.07%
+1,629
180
$93K 0.07%
1,933
+552
181
$93K 0.07%
413
+15
182
$93K 0.07%
+536
183
$93K 0.07%
1,115
-455
184
$93K 0.07%
+2,590
185
$91K 0.07%
322
-405
186
$90K 0.07%
729
+700
187
$88K 0.06%
4,209
+1,093
188
$88K 0.06%
+600
189
$87K 0.06%
+1,826
190
$87K 0.06%
609
+115
191
$87K 0.06%
523
+184
192
$86K 0.06%
619
+205
193
$86K 0.06%
1,634
+94
194
$85K 0.06%
1,580
+92
195
$85K 0.06%
3,169
-2,070
196
$84K 0.06%
+1,074
197
$84K 0.06%
+3,305
198
$84K 0.06%
606
+107
199
$84K 0.06%
529
-328
200
$84K 0.06%
+4,713
6 7
8
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