WEG

World Equity Group Portfolio holdings

AUM $386M
1-Year Est. Return 27.76%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+27.76%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$499M
AUM Growth
+$17.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
380
New
Increased
Reduced
Closed

Top Buys

1
+$2.55M
2
+$1.51M
3
+$1.47M
4
BUFR icon
FT Vest Fund of Buffer ETFs
BUFR
+$1.45M
5
GAUG icon
FT Vest US Equity Moderate Buffer ETF August
GAUG
+$1.44M

Top Sells

1
+$8.79M
2
+$4.88M
3
+$4.07M
4
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$2.98M
5
SPYV icon
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
+$2.69M

Sector Composition

1 Technology 23.21%
2 Financials 7.62%
3 Healthcare 6.88%
4 Consumer Discretionary 5.63%
5 Consumer Staples 5.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
– –
-54,768
377
– –
-13,302
378
– –
-1,348
379
– –
-11,207
380
– –
-11,602
12 13 14 15
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