WCM

Weaver Capital Management Portfolio holdings

AUM $406M
1-Year Est. Return 18.95%
This Quarter Est. Return
1 Year Est. Return
+18.95%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$333M
AUM Growth
+$23.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
177
New
Increased
Reduced
Closed

Top Sells

1 +$1.22M
2 +$954K
3 +$713K
4
PAUG icon
Innovator US Equity Power Buffer ETF August
PAUG
+$602K
5
MRK icon
Merck
MRK
+$586K

Sector Composition

1 Technology 14.89%
2 Consumer Staples 6.48%
3 Healthcare 6.08%
4 Financials 5.81%
5 Consumer Discretionary 5.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
-367
177
-1