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
101
$1.16M 0.23%
2,244
+766
102
$1.12M 0.22%
24,296
-2,096
103
$1.11M 0.22%
31,918
-6,596
104
$1.11M 0.22%
11,430
-3,436
105
$1.07M 0.22%
1,844
-1,122
106
$1.07M 0.22%
6,572
+652
107
$1.06M 0.21%
22,798
-62,365
108
$1.05M 0.21%
18,970
-4,790
109
$1.05M 0.21%
3,362
-100
110
$1.03M 0.21%
17,644
+1,491
111
$1.03M 0.21%
13,140
112
$1.03M 0.21%
14,156
+182
113
$1.02M 0.2%
+37,331
114
$1.01M 0.2%
19,592
+762
115
$989K 0.2%
6,917
+710
116
$987K 0.2%
13,718
+3,087
117
$978K 0.2%
4,228
-546
118
$976K 0.2%
5,450
+751
119
$959K 0.19%
3,330
+636
120
$934K 0.19%
4,380
+416
121
$921K 0.18%
1,734
+464
122
$918K 0.18%
1,745
+270
123
$918K 0.18%
18,464
+1,082
124
$916K 0.18%
24,365
-519
125
$912K 0.18%
18,059
+1,023
3 4
5
6 7