EWM

EPG Wealth Management Portfolio holdings

AUM $333M
1-Year Est. Return 18.3%
This Quarter Est. Return
1 Year Est. Return
+18.3%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$429M
AUM Growth
+$20.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
463
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

1
+$18.8M
2
+$17.1M
3
+$16.5M
4
NVDA icon
NVIDIA
NVDA
+$12.6M
5
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$12M

Sector Composition

1 Technology 18.96%
2 Financials 6.1%
3 Industrials 5.48%
4 Healthcare 4.78%
5 Consumer Discretionary 4.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
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-96,395
2
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-35,808
3
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-141,664
4
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-139,720
5
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-206,671
6
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-118,890
7
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-271,000
8
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-21,471
9
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-128,016
10
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-20,621
11
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-110,944
12
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-27,619
13
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-29,180
14
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-6,009
15
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-111,255
16
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-47,360
17
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-23,822
18
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-24,620
19
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-73,339
20
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-37,633
21
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-14,771
22
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-19,852
23
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-23,444
24
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-19,840
25
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-16,942
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