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
151
$378K 0.14%
+4,753
152
$376K 0.14%
726
+20
153
$372K 0.13%
3,881
+813
154
$371K 0.13%
1,968
-80
155
$368K 0.13%
2,695
-461
156
$367K 0.13%
+10,763
157
$367K 0.13%
1,015
+5
158
$359K 0.13%
8,100
-12,285
159
$357K 0.13%
613
+13
160
$357K 0.13%
2,315
+930
161
$354K 0.13%
1,424
-49
162
$351K 0.13%
+4,384
163
$344K 0.12%
4,269
-902
164
$343K 0.12%
3,058
+534
165
$342K 0.12%
1,023
+143
166
$340K 0.12%
3,890
-4,075
167
$340K 0.12%
3,474
168
$338K 0.12%
3,078
-13
169
$327K 0.12%
10,379
170
$326K 0.12%
9,027
+2,151
171
$325K 0.12%
14,842
+2,063
172
$321K 0.12%
1,555
+15
173
$318K 0.11%
5,123
+17
174
$316K 0.11%
1,632
+64
175
$315K 0.11%
6,322
-2,334
5 6
7
8 9