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
401
$14K 0.01%
101
402
$14K 0.01%
454
403
$14K 0.01%
1,020
404
$14K 0.01%
652
405
$14K 0.01%
70
406
$13K 0.01%
+495
407
$13K 0.01%
105
408
$13K 0.01%
234
409
$13K 0.01%
148
410
$13K 0.01%
420
411
$13K 0.01%
357
412
$13K 0.01%
124
413
$13K 0.01%
1,350
414
$13K 0.01%
814
415
$13K 0.01%
323
416
$12K 0.01%
891
417
$12K 0.01%
1,000
418
$12K 0.01%
40
419
$12K 0.01%
179
420
$12K 0.01%
+125
421
$12K 0.01%
177
422
$12K 0.01%
100
423
$12K 0.01%
1,857
424
$12K 0.01%
193
425
$12K 0.01%
154