WEG

World Equity Group Portfolio holdings

AUM $358M
1-Year Est. Return 25.01%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+25.01%
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 Sells

No sells this quarter

Sector Composition

1 Technology 13.32%
2 Healthcare 5.76%
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