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
$487M
AUM Growth
-$11.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
373
New
Increased
Reduced
Closed

Top Buys

1
+$9.02M
2
+$3.76M
3
+$2.82M
4
ECL icon
Ecolab
ECL
+$2.61M
5
BUFZ icon
FT Vest Laddered Moderate Buffer ETF
BUFZ
+$2.45M

Top Sells

1
+$11M
2
+$6.56M
3
+$5.77M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$4.2M
5
NVDA icon
NVIDIA
NVDA
+$3.23M

Sector Composition

1 Technology 19.64%
2 Financials 8.34%
3 Healthcare 6.98%
4 Consumer Discretionary 5.8%
5 Industrials 4.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$342K 0.07%
6,961
-1,642
227
$342K 0.07%
+3,637
228
$338K 0.07%
603
-200
229
$336K 0.07%
+5,106
230
$336K 0.07%
6,758
-1,079
231
$332K 0.07%
2,518
+290
232
$329K 0.07%
10,739
+823
233
$328K 0.07%
2,668
-60
234
$327K 0.07%
1,566
-200
235
$326K 0.07%
5,300
236
$325K 0.07%
964
-148
237
$324K 0.07%
643
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238
$324K 0.07%
+8,116
239
$324K 0.07%
+2,222
240
$321K 0.07%
5,512
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241
$319K 0.07%
10,379
+1,701
242
$316K 0.06%
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243
$312K 0.06%
1,600
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244
$311K 0.06%
3,290
-2,812
245
$310K 0.06%
944
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246
$309K 0.06%
8,901
-25
247
$306K 0.06%
3,013
-1,136
248
$301K 0.06%
8,384
+436
249
$297K 0.06%
3,474
250
$286K 0.06%
295
-204
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10
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