WEG
World Equity Group Portfolio holdings
AUM
$367M
This Quarter Return
+6.64%
1 Year Return
+22.06%
3 Year Return
+76.18%
5 Year Return
–
10 Year Return
–
AUM
$277M
AUM Growth
+$277M
(-17%)
Cap. Flow
-$71.6M
Cap. Flow
% of AUM
-25.86%
Top 10 Holdings %
Top 10 Hldgs %
31.5%
Holding
324
New
56
Increased
94
Reduced
96
Closed
68
Top Buys
| 1 |
Invesco QQQ Trust
QQQ
|
$3.24M |
| 2 |
ProShares UltraPro QQQ
TQQQ
|
$2.57M |
| 3 |
FT Vest Growth-100 Buffer ETF June
QJUN
|
$1.17M |
| 4 |
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 |
First Trust Growth Strength ETF
FTGS
|
$5.49M |
| 2 |
Berkshire Hathaway Class B
BRK.B
|
$3.41M |
| 3 |
Microsoft
MSFT
|
$3.37M |
| 4 |
Visa
V
|
$2.98M |
| 5 |
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% |
