WEG

World Equity Group Portfolio holdings

AUM $441M
1-Year Est. Return 26.03%
This Quarter Est. Return
1 Year Est. Return
+26.03%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$499M
AUM Growth
+$17.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
380
New
Increased
Reduced
Closed

Top Buys

1
+$2.58M
2
+$1.56M
3
+$1.54M
4
BUFR icon
FT Vest Fund of Buffer ETFs
BUFR
+$1.53M
5
GAUG icon
FT Vest US Equity Moderate Buffer ETF August
GAUG
+$1.5M

Top Sells

1
+$8.79M
2
+$4.88M
3
+$4.39M
4
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$2.98M
5
SPYV icon
SPDR Portfolio S&P 500 Value ETF
SPYV
+$2.91M

Sector Composition

1 Technology 23.21%
2 Financials 7.62%
3 Healthcare 6.88%
4 Consumer Discretionary 5.63%
5 Consumer Staples 5.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$361K 0.07%
+8,166
227
$360K 0.07%
+10,940
228
$359K 0.07%
18,526
+232
229
$356K 0.07%
14,758
-36,627
230
$353K 0.07%
3,370
+139
231
$343K 0.07%
618
+125
232
$342K 0.07%
10,444
+3,330
233
$341K 0.07%
24,098
+1,364
234
$337K 0.07%
1,112
235
$334K 0.07%
4,280
-1,950
236
$332K 0.07%
8,192
-10,793
237
$332K 0.07%
12,606
+202
238
$332K 0.07%
1,139
-55
239
$331K 0.07%
8,926
-1,621
240
$330K 0.07%
9,916
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241
$328K 0.07%
3,833
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242
$326K 0.07%
1,446
+386
243
$325K 0.07%
2,728
+2
244
$323K 0.06%
6,077
-20
245
$319K 0.06%
1,872
+10
246
$318K 0.06%
+4,410
247
$315K 0.06%
11,500
-400
248
$311K 0.06%
6,160
-254
249
$303K 0.06%
5,994
-70
250
$301K 0.06%
4,472
-190
8 9
10
11 12