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
$137M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
667
New
Increased
Reduced
Closed

Top Buys

1
+$10.2M
2
+$9.56M
3
+$7.05M
4
AAPL icon
Apple
AAPL
+$5.44M
5
FDT icon
First Trust Developed Markets ex-US AlphaDEX Fund
FDT
+$4.49M

Top Sells

No sells this quarter

Sector Composition

1 Technology 8.28%
2 Financials 4.97%
3 Industrials 3.7%
4 Consumer Staples 2.89%
5 Consumer Discretionary 2.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$66K 0.05%
+7,076
202
$65K 0.05%
+514
203
$64K 0.05%
+1,085
204
$63K 0.05%
+967
205
$63K 0.05%
+778
206
$62K 0.05%
+1,359
207
$62K 0.05%
+342
208
$60K 0.04%
+469
209
$60K 0.04%
+1,459
210
$60K 0.04%
+362
211
$60K 0.04%
+753
212
$60K 0.04%
+3,600
213
$60K 0.04%
+779
214
$60K 0.04%
+499
215
$60K 0.04%
+2,271
216
$59K 0.04%
+385
217
$58K 0.04%
+404
218
$57K 0.04%
+3,872
219
$57K 0.04%
+1,274
220
$57K 0.04%
+1,029
221
$57K 0.04%
+443
222
$57K 0.04%
+968
223
$56K 0.04%
+266
224
$56K 0.04%
+580
225
$55K 0.04%
+443
7 8
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