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
251
$298K 0.06%
18,169
+1,289
252
$298K 0.06%
+4,372
253
$296K 0.06%
2,116
254
$295K 0.06%
3,644
-1,394
255
$295K 0.06%
11,300
+908
256
$295K 0.06%
1,766
257
$289K 0.06%
14,614
+1,235
258
$287K 0.06%
2,666
-40
259
$287K 0.06%
592
-19
260
$283K 0.06%
5,528
-58
261
$283K 0.06%
2,332
+100
262
$282K 0.06%
3,696
-170
263
$281K 0.06%
1,464
+30
264
$280K 0.06%
2,228
+10
265
$276K 0.06%
7,948
+42
266
$274K 0.05%
+4,908
267
$272K 0.05%
+720
268
$271K 0.05%
+11,690
269
$269K 0.05%
1,961
-167
270
$269K 0.05%
+5,300
271
$261K 0.05%
+418
272
$261K 0.05%
+1,652
273
$261K 0.05%
+3,644
274
$260K 0.05%
14,982
-903
275
$259K 0.05%
946
+22
9 10
11
12 13