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
76
$1.57M 0.32%
30,462
-5,991
77
$1.56M 0.31%
14,120
+1,306
78
$1.54M 0.31%
+42,218
79
$1.54M 0.31%
6,188
+1,177
80
$1.52M 0.3%
6,569
-164
81
$1.5M 0.3%
+47,620
82
$1.49M 0.3%
7,720
-5,760
83
$1.46M 0.29%
2,703
-1,266
84
$1.42M 0.28%
22,057
+8,155
85
$1.42M 0.28%
9,802
+734
86
$1.4M 0.28%
12,847
-417
87
$1.39M 0.28%
20,346
-5,478
88
$1.37M 0.27%
13,558
89
$1.36M 0.27%
34,015
+18,650
90
$1.36M 0.27%
8,750
+286
91
$1.32M 0.26%
25,349
+5
92
$1.31M 0.26%
4,993
-250
93
$1.3M 0.26%
5,594
+3,061
94
$1.3M 0.26%
38,087
-7,079
95
$1.28M 0.26%
6,256
-4
96
$1.28M 0.26%
27,509
+12,941
97
$1.22M 0.24%
5,420
-894
98
$1.21M 0.24%
6,080
-12
99
$1.2M 0.24%
24,895
+8,821
100
$1.17M 0.23%
11,766
+230
2 3
4
5 6