WCG

Weaver Consulting Group Portfolio holdings

AUM $393M
1-Year Est. Return 13.34%
This Quarter Est. Return
1 Year Est. Return
+13.34%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$183M
AUM Growth
-$171M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,642
New
Increased
Reduced
Closed

Sector Composition

1 Healthcare 2.48%
2 Real Estate 2.24%
3 Technology 2.22%
4 Industrials 2.05%
5 Financials 1.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
376
$15K 0.01%
165
377
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+326
378
$15K 0.01%
700
379
$15K 0.01%
810
380
$15K 0.01%
132
381
$15K 0.01%
191
382
$15K 0.01%
1,000
383
$15K 0.01%
334
384
$15K 0.01%
560
385
$15K 0.01%
126
386
$15K 0.01%
495
387
$15K 0.01%
382
388
$15K 0.01%
975
-3,000
389
$15K 0.01%
291
390
$15K 0.01%
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391
$15K 0.01%
+470
392
$14K 0.01%
151
393
$14K 0.01%
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394
$14K 0.01%
240
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$14K 0.01%
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396
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$14K 0.01%
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398
$14K 0.01%
186
399
$14K 0.01%
260
400
$14K 0.01%
280