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
$277M
AUM Growth
-$58.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
324
New
Increased
Reduced
Closed

Top Buys

1
+$3.24M
2
+$2.57M
3
+$1.17M
4
DJUN icon
FT Vest US Equity Deep Buffer ETF June
DJUN
+$1.11M
5
JUNM
FT Vest U.S. Equity Max Buffer ETF - June
JUNM
+$1.05M

Top Sells

1
+$5.49M
2
+$3.41M
3
+$3.37M
4
V icon
Visa
V
+$2.98M
5
SPLG icon
SPDR Portfolio S&P 500 ETF
SPLG
+$2.92M

Sector Composition

1 Technology 18.43%
2 Consumer Discretionary 4.77%
3 Financials 4.6%
4 Healthcare 4.45%
5 Communication Services 4.21%
Name Market Value Portfolio Weight Shares or Principal Change
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