WORLD EQUITY GROUP, INC. logo

WORLD EQUITY GROUP, INC. Portfolio Analytics

Investment Analysis & Holdings Breakdown

Comprehensive portfolio analytics for WORLD EQUITY GROUP, INC., 48% allocated to ETF.

Top Sector
ETF (48%)
Market Cap Focus
N/A

Composition Analysis

Portfolio breakdown by sector, industry, and market capitalization

Sector Allocation

ETF: 47.60%ETFTechnology: 20.80%TechnologyFinancial Services: 4.80%Consumer Cyclical: 4.60%Communication Services: 4.00%Consumer Defensive: 4.00%Healthcare: 2.90%Industrials: 2.60%Energy: 1.90%Utilities: 0.90%Real Estate: 0.70%Basic Materials: 0.40%
ETF
47.60%
Technology
20.80%
Financial Services
4.80%
Consumer Cyclical
4.60%
Communication Services
4.00%
Consumer Defensive
4.00%
Healthcare
2.90%
Industrials
2.60%
Energy
1.90%
Utilities
0.90%
Real Estate
0.70%
Basic Materials
0.40%

Industry Breakdown

69 industries across all sectors

ETF: 47.62%ETFSoftware - Infrastructure: 6.84%Consumer Electronics: 6.46%Semiconductors: 5.02%Internet Content & Information: 3.33%Discount Stores: 2.67%Specialty Retail: 2.06%Banks - Diversified: 1.92%Drug Manufacturers - General: 1.57%Auto - Manufacturers: 1.12%Oil & Gas Integrated: 1.07%58 more: 15.61%58 more
ETF
ETF
47.62%
Software - Infrastructure
Technology
6.84%
Consumer Electronics
Technology
6.46%
Semiconductors
Technology
5.02%
Internet Content & Information
Communication Services
3.33%
Discount Stores
Consumer Defensive
2.67%
Specialty Retail
Consumer Cyclical
2.06%
Banks - Diversified
Financial Services
1.92%
Drug Manufacturers - General
Healthcare
1.57%
Auto - Manufacturers
Consumer Cyclical
1.12%
Oil & Gas Integrated
Energy
1.07%
Software - Application
Technology
0.95%

Filter by Sector

Select a sector to filter industries

Market Cap Distribution

Mega Cap (> $200B): 35.48%Mega Cap (> $200B)Large Cap ($10B - $200B): 10.51%Large Cap ($10B - $200B)Mid Cap ($2B - $10B): 1.49%Small Cap ($300M - $2B): 0.34%Micro Cap ($50M - $300M): 0.07%N/A (ETF or Unknown): 52.12%N/A (ETF or Unknown)
Mega Cap (> $200B)
35.48%
Large Cap ($10B - $200B)
10.51%
Mid Cap ($2B - $10B)
1.49%
Small Cap ($300M - $2B)
0.34%
Micro Cap ($50M - $300M)
0.07%
N/A (ETF or Unknown)
52.12%

Portfolio Concentration

No concentration data available

Geographic Exposure

Portfolio breakdown by country of incorporation

No geographic data available

Holding Behavior

Investment patterns and position management analysis

Portfolio Stability & Commitment

Persistence Rate
62.8%
Persistent Holdings Weight
86.13%
Persistent Positions
211

Position Sizing & Influence

Current Quarter

Largest Ownership Stake
G Willi-Food International Ltd logo
G Willi-Food International LtdWILC - 0.10%
Avg. Ownership Stake
0.002%
Ownership Stake >5%
0
Ownership Stake >1%
0

Historical (Since Q1 2022)

Avg. Ownership Stake
0.004%
Largest Ownership Stake
Virgin Galactic Holdings, Inc. logo
Virgin Galactic Holdings, Inc.SPCE - 0.71% (Q1 2023)

Portfolio Turnover

No data available

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