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
201
$268K 0.1%
+2,568
202
$267K 0.1%
2,098
-16
203
$266K 0.1%
+7,294
204
$265K 0.1%
821
-684
205
$264K 0.1%
7,349
+708
206
$262K 0.09%
1,543
-9,252
207
$262K 0.09%
2,984
-1,253
208
$258K 0.09%
+1,419
209
$255K 0.09%
679
+11
210
$253K 0.09%
6,941
+576
211
$251K 0.09%
7,330
+530
212
$247K 0.09%
+4,046
213
$247K 0.09%
2,346
214
$247K 0.09%
296
+13
215
$245K 0.09%
+2,084
216
$244K 0.09%
3,470
-2
217
$243K 0.09%
1,271
-3,153
218
$242K 0.09%
3,225
-271
219
$242K 0.09%
+3,841
220
$240K 0.09%
+5,029
221
$238K 0.09%
+11,766
222
$237K 0.09%
+1,330
223
$236K 0.09%
3,641
-294
224
$235K 0.08%
+4,451
225
$230K 0.08%
+592
7 8
9
10 11