WEPOG
Wealth Enhancement & Preservation of GA Portfolio holdings
AUM
$104M
This Quarter Return
+8.02%
1 Year Return
+15.69%
3 Year Return
+82.93%
5 Year Return
–
10 Year Return
–
AUM
$196M
AUM Growth
–
Cap. Flow
+$196M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
75.5%
Holding
51
New
51
Increased
–
Reduced
–
Closed
–
Top Buys
Top Sells
No sells this quarter
Sector Composition
| 1 | Industrials | 5.04% |
| 2 | Technology | 4.66% |
| 3 | Financials | 3.09% |
| 4 | Healthcare | 2.9% |
| 5 | Consumer Staples | 1.86% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
51
Lowe's Companies
LOW
$145B
| $210K | 0.11% |
+1,760
| New | +$210K |
|