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
176
$381K 0.1%
+11,300
177
$380K 0.1%
822
+2
178
$369K 0.1%
1,397
179
$368K 0.1%
1,240
-65
180
$356K 0.09%
11,786
-500
181
$355K 0.09%
6,797
+64
182
$355K 0.09%
1,606
+6
183
$352K 0.09%
6,993
+38
184
$351K 0.09%
9,288
+10
185
$344K 0.09%
19,420
+276
186
$340K 0.09%
999
187
$336K 0.09%
1,149
-106
188
$336K 0.09%
4,771
+45
189
$334K 0.09%
6,173
+110
190
$333K 0.09%
4,275
+20
191
$321K 0.08%
2,655
-133
192
$310K 0.08%
5,478
+127
193
$309K 0.08%
17,705
-346
194
$307K 0.08%
11,649
+379
195
$304K 0.08%
6,673
+68
196
$303K 0.08%
3,959
+15
197
$302K 0.08%
6,870
-816
198
$301K 0.08%
3,024
-21
199
$294K 0.08%
25,808
-4,567
200
$287K 0.08%
4,101
-3,774
6 7
8
9 10