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
$333M
AUM Growth
-$25.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
420
New
Increased
Reduced
Closed

Top Buys

1
+$4.96M
2
+$875K
3
+$637K
4
TJX icon
TJX Companies
TJX
+$620K
5
CSX icon
CSX Corp
CSX
+$548K

Top Sells

1
+$5.37M
2
+$3.98M
3
+$3.63M
4
MSFT icon
Microsoft
MSFT
+$2.18M
5
ROBT icon
First Trust Nasdaq Artificial Intelligence and Robotics ETF
ROBT
+$1.76M

Sector Composition

1 Technology 20.54%
2 Financials 8.61%
3 Industrials 6.62%
4 Healthcare 5.46%
5 Communication Services 4.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$224K 0.07%
1,977
+8
177
$222K 0.07%
4,549
-913
178
$221K 0.07%
1,642
179
$219K 0.07%
+541
180
$209K 0.06%
476
-3
181
$207K 0.06%
+406
182
$202K 0.06%
+1,435
183
$202K 0.06%
1,254
184
$201K 0.06%
+3,525
185
$200K 0.06%
1,233
-31
186
$196K 0.06%
1,071
187
$172K 0.05%
1,361
-77
188
$162K 0.05%
8,263
+66
189
$155K 0.05%
879
-165
190
$148K 0.04%
1,838
191
$140K 0.04%
1,733
-4,665
192
$140K 0.04%
771
-5,971
193
$127K 0.04%
510
-97
194
$125K 0.04%
2,838
-1,884
195
$123K 0.04%
2,333
+1
196
$120K 0.04%
1,877
-26,056
197
$114K 0.03%
1,380
-1,447
198
$113K 0.03%
1,423
-375
199
$112K 0.03%
2,494
-336
200
$108K 0.03%
2,542
+12
6 7
8
9 10