WEG
World Equity Group Portfolio holdings
AUM
$367M
1-Year Est. Return
22.06%
1 Year Est. Return
+22.06%
AUM
$367M
AUM Growth
+$16.6M
(+4.7%)
Holding
362
Top Buys
| 1 | +$6.52M | |
| 2 | +$4.38M | |
| 3 | +$2.35M | |
| 4 |
McDonald's
MCD
|
+$1.72M |
| 5 |
First Trust Long/Short Equity ETF
FTLS
|
+$1.63M |
Top Sells
| 1 | +$8.12M | |
| 2 | +$5.48M | |
| 3 | +$4.35M | |
| 4 |
First Trust SMID Cap Rising Dividend Achievers ETF
SDVY
|
+$4.25M |
| 5 |
iShares S&P 500 Growth ETF
IVW
|
+$2.3M |
Sector Composition
| 1 | Technology | 16.74% |
| 2 | Communication Services | 5.98% |
| 3 | Consumer Discretionary | 5.11% |
| 4 | Financials | 4.91% |
| 5 | Healthcare | 3.01% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
351
Ares Capital
ARCC
$14.1B
| – | – |
-21,832
|
|
||
352
Ardelyx
ARDX
$1.22B
| – | – |
-17,400
|
|
||
353
Becton Dickinson
BDX
$53.5B
| – | – |
-2,953
|
|
||
354
Baidu
BIDU
$41.4B
| – | – |
-2,346
|
|
||
355
Builders FirstSource
BLDR
$13.7B
| – | – |
-1,653
|
|
||
356
FT Vest US Equity Deep Buffer ETF June
DJUN
$282M
| – | – |
-12,591
|
|
||
357
Dow Inc
DOW
$17.4B
| – | – |
-3,961
|
|
||
358
Elevance Health
ELV
$78B
| – | – |
-443
|
|
||
359
iShares MSCI Emerging Markets ex China ETF
EMXC
$13.9B
| – | – |
-8,895
|
|
||
360
Enterprise Products Partners
EPD
$67B
| – | – |
-15,840
|
|
||
361
FT Vest US Equity Buffer ETF August
FAUG
$1.02B
| – | – |
-10,760
|
|
||
362
FT Vest US Equity Buffer ETF June
FJUN
$1.01B
| – | – |
-10,741
|
|