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
$359M
AUM Growth
-$20.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
435
New
Increased
Reduced
Closed

Top Buys

1
+$2.13M
2
+$1.4M
3
+$1.2M
4
CAT icon
Caterpillar
CAT
+$1.2M
5
ORCL icon
Oracle
ORCL
+$868K

Top Sells

1
+$2.37M
2
+$2.29M
3
+$2M
4
NVDA icon
NVIDIA
NVDA
+$1.51M
5
CIBR icon
First Trust NASDAQ Cybersecurity ETF
CIBR
+$1.4M

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%
2,940
-84
204
$262K 0.07%
9,272
+68
205
$257K 0.07%
4,670
206
$254K 0.07%
7,000
207
$253K 0.07%
2,086
+12
208
$251K 0.07%
3,077
209
$250K 0.07%
10,000
210
$248K 0.07%
2,855
+3
211
$240K 0.07%
23,213
-2,595
212
$238K 0.07%
5,000
-225
213
$237K 0.07%
702
214
$231K 0.06%
2,336
-91
215
$229K 0.06%
3,355
+3
216
$225K 0.06%
2,933
-1,026
217
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720
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218
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+1,642
219
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2,827
-1,448
220
$211K 0.06%
6,398
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221
$210K 0.06%
1,969
-82
222
$209K 0.06%
1,264
-79
223
$208K 0.06%
1,254
224
$205K 0.06%
2,931
225
$204K 0.06%
+9,810
7 8
9
10 11