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
201
$274K 0.08%
9,615
-8,320
202
$269K 0.07%
1,384
-44
203
$264K 0.07%
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-84
204
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9,272
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205
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206
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7,000
207
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2,086
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208
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209
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10,000
210
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211
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212
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5,000
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213
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702
214
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215
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216
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217
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219
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220
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221
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222
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223
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1,254
224
$205K 0.06%
2,931
225
$204K 0.06%
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