WEG
World Equity Group Portfolio holdings
AUM
$441M
1-Year Est. Return
26.03%
1 Year Est. Return
+26.03%
AUM
$441M
AUM Growth
+$74M
(+20%)
Holding
377
Top Buys
| 1 | +$7.15M | |
| 2 | +$6.73M | |
| 3 | +$3.24M | |
| 4 |
Microsoft
MSFT
|
+$3.1M |
| 5 |
NVIDIA
NVDA
|
+$3.05M |
Top Sells
| 1 | +$5.33M | |
| 2 | +$5.19M | |
| 3 | +$2.28M | |
| 4 |
McDonald's
MCD
|
+$1.87M |
| 5 |
Marathon Petroleum
MPC
|
+$832K |
Sector Composition
| 1 | Technology | 20.35% |
| 2 | Financials | 4.93% |
| 3 | Consumer Discretionary | 4.77% |
| 4 | Communication Services | 4.4% |
| 5 | Consumer Staples | 3.91% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
376
Nasdaq
NDAQ
$50.7B
| – | – |
-6,709
|
|
||
377
D-Wave Quantum
QBTS
$11.2B
| – | – |
-20,610
|
|