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
$464M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
357
New
Increased
Reduced
Closed

Top Buys

1 +$24M
2 +$18.9M
3 +$13.8M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$10.2M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$10M

Top Sells

No sells this quarter

Sector Composition

1 Technology 13.33%
2 Healthcare 5.75%
3 Financials 5%
4 Communication Services 4.2%
5 Consumer Staples 4.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
351
$65.8K 0.01%
+1,388
352
$51.1K 0.01%
+331
353
$26.6K 0.01%
+675
354
$12.4K ﹤0.01%
+11,600
355
$12.2K ﹤0.01%
+29,300
356
$6.74K ﹤0.01%
+20,000