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
201
$280K 0.07%
1,428
-678
202
$278K 0.07%
533
+12
203
$270K 0.07%
2,427
-352
204
$268K 0.07%
5,559
-48
205
$259K 0.07%
702
-38
206
$258K 0.07%
7,000
-1,000
207
$258K 0.07%
+3,352
208
$256K 0.07%
5,225
209
$255K 0.07%
8,736
+276
210
$255K 0.07%
10,000
211
$252K 0.07%
8,150
212
$248K 0.07%
4,670
213
$248K 0.07%
769
-10
214
$245K 0.06%
4,886
-1,579
215
$240K 0.06%
2,852
+2
216
$238K 0.06%
470
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217
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1,343
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218
$233K 0.06%
2,074
+17
219
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3,077
-985
220
$229K 0.06%
6,266
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221
$229K 0.06%
2,827
+7
222
$225K 0.06%
+1,802
223
$217K 0.06%
2,051
-545
224
$216K 0.06%
1,254
225
$210K 0.06%
+9,204
7 8
9
10 11