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
$499M
AUM Growth
+$17.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
380
New
Increased
Reduced
Closed

Top Buys

1
+$2.58M
2
+$1.56M
3
+$1.54M
4
BUFR icon
FT Vest Fund of Buffer ETFs
BUFR
+$1.53M
5
GAUG icon
FT Vest US Equity Moderate Buffer ETF August
GAUG
+$1.5M

Top Sells

1
+$8.79M
2
+$4.88M
3
+$4.39M
4
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$2.98M
5
SPYV icon
SPDR Portfolio S&P 500 Value ETF
SPYV
+$2.91M

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
51
$2.19M 0.44%
60,529
-456
52
$2.18M 0.44%
14,866
+1,124
53
$2.14M 0.43%
25,396
+2,084
54
$2.07M 0.41%
42,658
-1,182
55
$2.04M 0.41%
8,286
+182
56
$2.03M 0.41%
85,169
+20,874
57
$1.99M 0.4%
25,196
+194
58
$1.98M 0.4%
142,419
-1,593
59
$1.93M 0.39%
56,711
+1,910
60
$1.87M 0.37%
173,900
+300
61
$1.85M 0.37%
15,018
+2,832
62
$1.85M 0.37%
30,408
-18,502
63
$1.82M 0.36%
47,810
-9,078
64
$1.8M 0.36%
35,904
+650
65
$1.75M 0.35%
4,099
+292
66
$1.74M 0.35%
11,776
+120
67
$1.73M 0.35%
28,064
+291
68
$1.72M 0.34%
16,303
+2,057
69
$1.71M 0.34%
6,566
-1,634
70
$1.69M 0.34%
476
+11
71
$1.69M 0.34%
7,246
+396
72
$1.67M 0.33%
8,310
-302
73
$1.66M 0.33%
6,988
+164
74
$1.62M 0.32%
6,335
-244
75
$1.6M 0.32%
38,876
-198
1 2
3
4 5