EWM

EPG Wealth Management Portfolio holdings

AUM $369M
1-Year Est. Return 24.85%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.85%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$363M
AUM Growth
+$30M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
329
New
Increased
Reduced
Closed

Top Buys

1
+$3.07M
2
+$1.44M
3
+$1.27M
4
AMZN icon
Amazon
AMZN
+$1.24M
5
DASH icon
DoorDash
DASH
+$1.07M

Top Sells

1
+$2.28M
2
+$1.34M
3
+$1.33M
4
NVDA icon
NVIDIA
NVDA
+$1.01M
5
GEHC icon
GE HealthCare
GEHC
+$837K

Sector Composition

1 Technology 21.85%
2 Financials 8.41%
3 Industrials 6.83%
4 Healthcare 5.06%
5 Consumer Discretionary 4.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$115K 0.03%
1,685
-192
202
$107K 0.03%
607
+3
203
$105K 0.03%
3,303
+19
204
$102K 0.03%
2,346
205
$98.5K 0.03%
1,088
-292
206
$90.2K 0.02%
920
207
$89.7K 0.02%
1,757
+11
208
$87.3K 0.02%
361
+1
209
$84.2K 0.02%
850
210
$83.3K 0.02%
1,658
+18
211
$82.2K 0.02%
820
+11
212
$75.7K 0.02%
232
213
$66.1K 0.02%
500
214
$62.6K 0.02%
685
+16
215
$62.2K 0.02%
458
216
$58.8K 0.02%
414
+1
217
$57.9K 0.02%
1,026
+95
218
$56.9K 0.02%
210
219
$56.6K 0.02%
265
220
$56.5K 0.02%
+2,445
221
$56.4K 0.02%
1,294
+222
222
$56K 0.02%
734
+1
223
$54.6K 0.02%
1,684
224
$54.1K 0.01%
+638
225
$53.6K 0.01%
180
7 8
9
10 11