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
276
$259K 0.05%
1,479
-4,413
277
$258K 0.05%
4,552
278
$256K 0.05%
+2,135
279
$256K 0.05%
4,957
-69
280
$253K 0.05%
4,966
+74
281
$253K 0.05%
3,474
282
$251K 0.05%
8,678
+7
283
$250K 0.05%
6,842
284
$249K 0.05%
532
+16
285
$248K 0.05%
+1,742
286
$247K 0.05%
8,058
-3,520
287
$244K 0.05%
+3,474
288
$242K 0.05%
+1,698
289
$239K 0.05%
8,607
-331
290
$238K 0.05%
+2,640
291
$238K 0.05%
1,438
292
$236K 0.05%
+1,356
293
$234K 0.05%
+3,454
294
$230K 0.05%
+2,201
295
$229K 0.05%
2,005
296
$229K 0.05%
11,441
+46
297
$227K 0.05%
+832
298
$226K 0.05%
4,648
+76
299
$223K 0.04%
10,623
300
$220K 0.04%
2,737
-23,255
10 11
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