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
$249M
AUM Growth
+$13.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
382
New
Increased
Reduced
Closed

Top Buys

1
+$1.85M
2
+$810K
3
+$445K
4
PWB icon
Invesco Large Cap Growth ETF
PWB
+$444K
5
SGOL icon
abrdn Physical Gold Shares ETF
SGOL
+$425K

Top Sells

1
+$640K
2
+$598K
3
+$579K
4
T icon
AT&T
T
+$550K
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$431K

Sector Composition

1 Technology 10.76%
2 Financials 5.2%
3 Consumer Discretionary 4.31%
4 Industrials 3.29%
5 Communication Services 2.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$253K 0.1%
+620
177
$253K 0.1%
3,894
+131
178
$251K 0.1%
+7,700
179
$251K 0.1%
1,737
+93
180
$243K 0.1%
809
+59
181
$243K 0.1%
4,272
+316
182
$243K 0.1%
4,436
+363
183
$242K 0.1%
1,666
+61
184
$239K 0.1%
+3,922
185
$238K 0.1%
+4,854
186
$238K 0.1%
3,700
-393
187
$235K 0.09%
+3,675
188
$231K 0.09%
1,904
-256
189
$229K 0.09%
6,708
+393
190
$226K 0.09%
+4,704
191
$226K 0.09%
2,388
+19
192
$226K 0.09%
4,485
-12,692
193
$225K 0.09%
1,341
+77
194
$225K 0.09%
909
195
$224K 0.09%
2,044
+183
196
$217K 0.09%
2,435
+85
197
$216K 0.09%
3,883
+146
198
$216K 0.09%
4,480
-571
199
$215K 0.09%
+1,080
200
$213K 0.09%
3,708
+32
6 7
8
9 10