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
$395M
AUM Growth
-$2.61M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
366
New
Increased
Reduced
Closed

Top Buys

1
+$6.25M
2
+$5.32M
3
+$5.31M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$4.58M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$4.24M

Top Sells

1
+$3.66M
2
+$2.89M
3
+$2.82M
4
FXZ icon
First Trust Materials AlphaDEX Fund
FXZ
+$2.82M
5
BOB
Merlyn.AI Best-of-Breed Core Momentum ETF
BOB
+$2.79M

Sector Composition

1 Technology 11.67%
2 Healthcare 5.56%
3 Financials 4.6%
4 Consumer Staples 3.9%
5 Consumer Discretionary 3.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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361
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-128,434
365
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