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
$333M
AUM Growth
-$25.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
420
New
Increased
Reduced
Closed

Top Buys

1
+$4.96M
2
+$875K
3
+$637K
4
TJX icon
TJX Companies
TJX
+$620K
5
CSX icon
CSX Corp
CSX
+$548K

Top Sells

1
+$5.37M
2
+$3.98M
3
+$3.63M
4
MSFT icon
Microsoft
MSFT
+$2.18M
5
ROBT icon
First Trust Nasdaq Artificial Intelligence and Robotics ETF
ROBT
+$1.76M

Sector Composition

1 Technology 20.54%
2 Financials 8.61%
3 Industrials 6.62%
4 Healthcare 5.46%
5 Communication Services 4.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$104K 0.03%
2,153
-466
202
$103K 0.03%
3,284
-401
203
$101K 0.03%
2,346
+173
204
$95.3K 0.03%
604
-640
205
$89.5K 0.03%
920
206
$88.9K 0.03%
1,746
+13
207
$82.5K 0.02%
1,640
+17
208
$82.4K 0.02%
10,848
-1,949
209
$80.4K 0.02%
1,544
-1,305
210
$79.7K 0.02%
850
211
$77.7K 0.02%
360
-1,147
212
$72.6K 0.02%
1,079
+1
213
$67.1K 0.02%
809
-182
214
$65.3K 0.02%
115
+32
215
$64.7K 0.02%
232
216
$62.9K 0.02%
500
217
$59.6K 0.02%
669
+3
218
$57.9K 0.02%
265
+1
219
$57.5K 0.02%
242
220
$54.9K 0.02%
413
221
$54.3K 0.02%
1,684
222
$54.3K 0.02%
733
+1
223
$51K 0.02%
458
224
$50.2K 0.02%
454
225
$50.1K 0.02%
210
7 8
9
10 11