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
$487M
AUM Growth
-$11.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
373
New
Increased
Reduced
Closed

Top Buys

1
+$9.02M
2
+$3.76M
3
+$2.82M
4
ECL icon
Ecolab
ECL
+$2.61M
5
BUFZ icon
FT Vest Laddered Moderate Buffer ETF
BUFZ
+$2.45M

Top Sells

1
+$11M
2
+$6.56M
3
+$5.77M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$4.2M
5
NVDA icon
NVIDIA
NVDA
+$3.23M

Sector Composition

1 Technology 19.63%
2 Financials 8.34%
3 Healthcare 6.98%
4 Consumer Discretionary 5.8%
5 Industrials 4.75%
Name Market Value Portfolio Weight Shares or Principal Change
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