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
$174M
AUM Growth
+$1.86M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,069
New
Increased
Reduced
Closed

Sector Composition

1 Technology 5.68%
2 Healthcare 3.71%
3 Consumer Discretionary 2.65%
4 Communication Services 2.13%
5 Financials 2.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
401
$20K 0.01%
276
402
$20K 0.01%
433
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403
$20K 0.01%
1,500
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123
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406
$19K 0.01%
39
407
$19K 0.01%
191
408
$19K 0.01%
+687
409
$19K 0.01%
81
410
$19K 0.01%
1,250
+1,200
411
$19K 0.01%
300
+200
412
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96
413
$19K 0.01%
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414
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141
415
$19K 0.01%
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416
$19K 0.01%
166
417
$18K 0.01%
438
418
$18K 0.01%
96
419
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420
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421
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$18K 0.01%
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424
$18K 0.01%
340
425
$18K 0.01%
500