WEG
World Equity Group Portfolio holdings
AUM
$367M
This Quarter Return
+4.09%
1 Year Return
+22.06%
3 Year Return
+76.18%
5 Year Return
–
10 Year Return
–
AUM
$335M
AUM Growth
+$335M
(-31%)
Cap. Flow
-$163M
Cap. Flow
% of AUM
-48.74%
Top 10 Holdings %
Top 10 Hldgs %
26.68%
Holding
332
New
24
Increased
74
Reduced
160
Closed
64
Top Buys
Top Sells
| 1 |
Apple
AAPL
|
$18.9M |
| 2 |
Microsoft
MSFT
|
$17.4M |
| 3 |
First Trust Capital Strength ETF
FTCS
|
$10.8M |
| 4 |
Invesco QQQ Trust
QQQ
|
$10.7M |
| 5 |
Amazon
AMZN
|
$7.63M |
Sector Composition
| 1 | Technology | 18.68% |
| 2 | Financials | 7.42% |
| 3 | Healthcare | 6.44% |
| 4 | Communication Services | 5.55% |
| 5 | Consumer Discretionary | 4.78% |
