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
$277M
AUM Growth
-$58.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
324
New
Increased
Reduced
Closed

Top Buys

1
+$3.24M
2
+$2.57M
3
+$1.17M
4
DJUN icon
FT Vest US Equity Deep Buffer ETF June
DJUN
+$1.11M
5
JUNM
FT Vest U.S. Equity Max Buffer ETF - June
JUNM
+$1.05M

Top Sells

1
+$5.49M
2
+$3.41M
3
+$3.37M
4
V icon
Visa
V
+$2.98M
5
SPLG icon
SPDR Portfolio S&P 500 ETF
SPLG
+$2.92M

Sector Composition

1 Technology 18.43%
2 Consumer Discretionary 4.77%
3 Financials 4.6%
4 Healthcare 4.45%
5 Communication Services 4.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.37M 0.49%
6,175
+507
52
$1.31M 0.47%
58,944
+21,401
53
$1.3M 0.47%
13,535
+6,075
54
$1.27M 0.46%
22,850
-226
55
$1.26M 0.45%
7,258
+450
56
$1.21M 0.44%
42,927
-13,308
57
$1.21M 0.44%
1,364
+176
58
$1.17M 0.42%
+43,247
59
$1.16M 0.42%
54,374
-10,036
60
$1.15M 0.41%
7,780
+50
61
$1.13M 0.41%
4,105
-10,844
62
$1.11M 0.4%
+26,192
63
$1.11M 0.4%
38,686
-2,781
64
$1.06M 0.38%
3,820
+502
65
$1.05M 0.38%
23,277
+997
66
$1.05M 0.38%
+33,442
67
$1.03M 0.37%
6,804
+4,400
68
$1.02M 0.37%
5,910
-750
69
$924K 0.33%
38,628
-31,626
70
$890K 0.32%
6,573
+78
71
$869K 0.31%
5,299
+3,433
72
$865K 0.31%
2,610
-324
73
$849K 0.31%
20,142
74
$839K 0.3%
17,540
-715
75
$837K 0.3%
2,975
+115
1 2
3
4 5