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
$359M
AUM Growth
-$20.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
435
New
Increased
Reduced
Closed

Top Buys

1
+$2.14M
2
+$1.5M
3
+$1.11M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.02M
5
UNH icon
UnitedHealth
UNH
+$870K

Top Sells

1
+$2.39M
2
+$2.27M
3
+$2.03M
4
PEP icon
PepsiCo
PEP
+$1.35M
5
CIBR icon
First Trust NASDAQ Cybersecurity ETF
CIBR
+$1.33M

Sector Composition

1 Technology 17.33%
2 Financials 7.67%
3 Healthcare 5.42%
4 Industrials 5.23%
5 Consumer Discretionary 4.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$387K 0.11%
7,695
-2,861
177
$385K 0.11%
7,900
178
$374K 0.1%
11,300
179
$370K 0.1%
11,835
+49
180
$366K 0.1%
1,361
+121
181
$361K 0.1%
1,397
182
$360K 0.1%
823
+1
183
$360K 0.1%
6,184
+11
184
$353K 0.1%
1,157
+8
185
$349K 0.1%
999
186
$340K 0.09%
9,736
+1,000
187
$337K 0.09%
681
+148
188
$332K 0.09%
3,706
-5,164
189
$326K 0.09%
4,586
-185
190
$324K 0.09%
5,317
-161
191
$323K 0.09%
2,655
192
$314K 0.09%
6,209
-784
193
$308K 0.09%
4,119
+18
194
$302K 0.08%
6,707
+34
195
$301K 0.08%
1,507
-99
196
$287K 0.08%
6,886
+16
197
$284K 0.08%
9,320
+32
198
$284K 0.08%
5,462
-97
199
$281K 0.08%
5,555
+669
200
$275K 0.08%
18,127
+422
6 7
8
9 10