WEPOG
Wealth Enhancement & Preservation of GA Portfolio holdings
AUM
$104M
1-Year Est. Return
15.69%
1 Year Est. Return
+15.69%
AUM
$104M
AUM Growth
+$20.7M
(+25%)
Holding
51
Top Buys
| 1 | +$25.3M | |
| 2 | +$1.95M | |
| 3 | +$652K | |
| 4 |
First Trust Capital Strength ETF
FTCS
|
+$614K |
| 5 |
Invesco S&P 500 GARP ETF
SPGP
|
+$594K |
Top Sells
| 1 | +$11.4M | |
| 2 | +$4.34M | |
| 3 | +$1.04M | |
| 4 |
Hormel Foods
HRL
|
+$629K |
| 5 |
FT Vest US Equity Buffer ETF May
FMAY
|
+$65.1K |
Sector Composition
| 1 | Industrials | 3.5% |
| 2 | Healthcare | 3.08% |
| 3 | Consumer Staples | 2.91% |
| 4 | Technology | 2.73% |
| 5 | Consumer Discretionary | 2.27% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
51
Hormel Foods
HRL
$12.6B
| – | – |
-15,775
|
|