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
$187M
AUM Growth
-$2.01M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
903
New
Increased
Reduced
Closed

Sector Composition

1 Technology 2.8%
2 Healthcare 2.79%
3 Real Estate 2.28%
4 Financials 2.14%
5 Industrials 2.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
426
$14K 0.01%
240
427
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234
428
$14K 0.01%
186
429
$14K 0.01%
101
430
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+741
431
$14K 0.01%
420
432
$14K 0.01%
374
433
$14K 0.01%
132
434
$14K 0.01%
600
-1,000
435
$14K 0.01%
1,000
436
$14K 0.01%
334
437
$13K 0.01%
151
438
$13K 0.01%
148
439
$13K 0.01%
335
440
$13K 0.01%
891
441
$13K 0.01%
814
442
$13K 0.01%
+319
443
$13K 0.01%
2,110
444
$13K 0.01%
526
445
$12K 0.01%
209
446
$12K 0.01%
150
447
$12K 0.01%
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448
$12K 0.01%
217
449
$12K 0.01%
206
450
$12K 0.01%
196