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
176
$313K 0.11%
+14,592
177
$313K 0.11%
6,848
-3,260
178
$305K 0.11%
3,773
+316
179
$300K 0.11%
1,582
+197
180
$300K 0.11%
1,175
-2,811
181
$298K 0.11%
5,932
-1,385
182
$294K 0.11%
+1,452
183
$293K 0.11%
693
-54
184
$291K 0.11%
+33,046
185
$291K 0.11%
+9,445
186
$290K 0.1%
8,964
-7
187
$289K 0.1%
8,607
188
$287K 0.1%
463
-6
189
$286K 0.1%
7,465
-1,877
190
$285K 0.1%
+2,291
191
$284K 0.1%
+1,499
192
$283K 0.1%
+12,716
193
$283K 0.1%
1,363
+50
194
$278K 0.1%
2,765
-1,303
195
$278K 0.1%
500
-3
196
$278K 0.1%
1,560
+285
197
$273K 0.1%
+8,491
198
$270K 0.1%
3,000
199
$270K 0.1%
+3,223
200
$268K 0.1%
+457
6 7
8
9 10