EWM

EPG Wealth Management Portfolio holdings

AUM $369M
1-Year Est. Return 24.85%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.85%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$363M
AUM Growth
+$30M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
329
New
Increased
Reduced
Closed

Top Buys

1
+$3.07M
2
+$1.44M
3
+$1.27M
4
AMZN icon
Amazon
AMZN
+$1.24M
5
DASH icon
DoorDash
DASH
+$1.07M

Top Sells

1
+$2.28M
2
+$1.34M
3
+$1.33M
4
NVDA icon
NVIDIA
NVDA
+$1.01M
5
GEHC icon
GE HealthCare
GEHC
+$837K

Sector Composition

1 Technology 21.85%
2 Financials 8.41%
3 Industrials 6.83%
4 Healthcare 5.06%
5 Consumer Discretionary 4.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$234K 0.06%
24,676
+481
177
$230K 0.06%
+1,287
178
$221K 0.06%
1,392
-43
179
$220K 0.06%
+731
180
$218K 0.06%
2,644
-294
181
$215K 0.06%
4,585
+36
182
$209K 0.06%
+3,670
183
$204K 0.06%
1,051
-20
184
$204K 0.06%
+6,195
185
$195K 0.05%
2,442
-414
186
$195K 0.05%
1,351
-10
187
$174K 0.05%
+10,140
188
$161K 0.04%
8,330
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189
$149K 0.04%
1,838
190
$142K 0.04%
763
-116
191
$136K 0.04%
1,740
+7
192
$133K 0.04%
511
+1
193
$125K 0.03%
2,788
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194
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2,334
+1
195
$122K 0.03%
10,030
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196
$121K 0.03%
640
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197
$119K 0.03%
1,430
+7
198
$118K 0.03%
1,544
199
$116K 0.03%
2,557
+15
200
$116K 0.03%
2,171
+18
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