WEG

World Equity Group Portfolio holdings

AUM $386M
1-Year Est. Return 27.76%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+27.76%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$386M
AUM Growth
+$27.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
396
New
Increased
Reduced
Closed

Top Buys

1
+$3.25M
2
+$2.35M
3
+$1.75M
4
KO icon
Coca-Cola
KO
+$1.6M
5
C icon
Citigroup
C
+$1.38M

Top Sells

1
+$1.91M
2
+$1.23M
3
+$1.03M
4
SECT icon
Main Sector Rotation ETF
SECT
+$1.03M
5
TQQQ icon
ProShares UltraPro QQQ
TQQQ
+$1M

Sector Composition

1 Technology 18.54%
2 Financials 5.91%
3 Consumer Discretionary 5.31%
4 Industrials 5.06%
5 Communication Services 4.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
DIS icon
326
Walt Disney
DIS
$173B
$249K 0.06%
2,584
-299
JPIE icon
327
JPMorgan Income ETF
JPIE
$9.06B
$247K 0.06%
+5,371
OKE icon
328
Oneok
OKE
$55.6B
$246K 0.06%
+2,719
SSO icon
329
ProShares Ultra S&P500
SSO
$7.95B
$245K 0.06%
4,712
+258
TMUS icon
330
T-Mobile US
TMUS
$193B
$244K 0.06%
1,164
+133
VBR icon
331
Vanguard Small-Cap Value ETF
VBR
$35.3B
$244K 0.06%
1,124
-195
CVSA
332
Covista Inc
CVSA
$4.31B
$244K 0.06%
+2,117
DFTT
333
DF Tactical 30 ETF
DFTT
$33.1M
$243K 0.06%
+9,919
GPIX icon
334
Goldman Sachs ETF Trust Goldman Sachs S&P 500 Premium Income ETF
GPIX
$4.11B
$239K 0.06%
4,784
APP icon
335
Applovin
APP
$187B
$235K 0.06%
590
-52
AIQ icon
336
Global X Artificial Intelligence & Technology ETF
AIQ
$10.1B
$234K 0.06%
5,006
+823
IEFA icon
337
iShares Core MSCI EAFE ETF
IEFA
$182B
$233K 0.06%
2,577
-1,554
CGGO icon
338
Capital Group Global Growth Equity ETF
CGGO
$10.9B
$230K 0.06%
+6,886
TTMI icon
339
TTM Technologies
TTMI
$17.4B
$228K 0.06%
+2,345
CNI icon
340
Canadian National Railway
CNI
$73B
$227K 0.06%
+2,208
BIDU icon
341
Baidu
BIDU
$41.4B
$226K 0.06%
2,032
-266
SMCI icon
342
Super Micro Computer
SMCI
$25B
$225K 0.06%
9,877
+362
GPIQ icon
343
Goldman Sachs ETF Trust Goldman Sachs Nasdaq-100 Premium Income ETF
GPIQ
$4.31B
$222K 0.06%
4,487
+415
AIRR icon
344
First Trust RBA American Industrial Renaissance ETF
AIRR
$10.5B
$218K 0.06%
1,971
-519
CEG icon
345
Constellation Energy
CEG
$91B
$217K 0.06%
776
+20
HYBI
346
NEOS Enhanced Income Credit Select ETF
HYBI
$225M
$217K 0.06%
+4,377
AMOM icon
347
Qraft AI-Enhanced US Large Cap Momentum ETF
AMOM
$31.7M
$216K 0.06%
4,586
-1,718
PYLD icon
348
PIMCO Multi Sector Bond Active ETF
PYLD
$13.6B
$214K 0.06%
+8,185
LVS icon
349
Las Vegas Sands
LVS
$33.3B
$213K 0.06%
3,954
-2,431
VCSH icon
350
Vanguard Short-Term Corporate Bond ETF
VCSH
$42.2B
$213K 0.06%
2,683
12 13
14
15 16