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
$466M
AUM Growth
+$190M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
399
New
Increased
Reduced
Closed

Top Buys

1
+$12.8M
2
+$7.94M
3
+$7.45M
4
FTLS icon
First Trust Long/Short Equity ETF
FTLS
+$4.83M
5
XLY icon
Consumer Discretionary Select Sector SPDR Fund
XLY
+$4.52M

Top Sells

1
+$1.86M
2
+$1.17M
3
+$1.16M
4
DJUN icon
FT Vest US Equity Deep Buffer ETF June
DJUN
+$1.11M
5
QMAR icon
FT Vest Growth-100 Buffer ETF March
QMAR
+$1.11M

Sector Composition

1 Technology 18.15%
2 Consumer Discretionary 4.83%
3 Financials 4.35%
4 Communication Services 3.96%
5 Healthcare 3.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$289K 0.06%
+1,678
277
$289K 0.06%
1,499
278
$288K 0.06%
726
+47
279
$286K 0.06%
2,080
-235
280
$285K 0.06%
1,217
+42
281
$283K 0.06%
+582
282
$281K 0.06%
+672
283
$280K 0.06%
+12,156
284
$272K 0.06%
+798
285
$272K 0.06%
+7,280
286
$268K 0.06%
+2,530
287
$267K 0.06%
512
+95
288
$264K 0.06%
7,494
+200
289
$262K 0.06%
11,525
+1,168
290
$261K 0.06%
+2,596
291
$260K 0.06%
+8,540
292
$260K 0.06%
+6,780
293
$259K 0.06%
+10,500
294
$256K 0.05%
983
+162
295
$256K 0.05%
+1,444
296
$256K 0.05%
+2,642
297
$256K 0.05%
+2,420
298
$255K 0.05%
+4,893
299
$255K 0.05%
7,279
-51
300
$253K 0.05%
+540
10 11
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