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
426
$18K 0.01%
282
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$18K 0.01%
1,780
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$18K 0.01%
510
429
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722
430
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432
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434
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435
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240
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$17K 0.01%
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439
$17K 0.01%
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$17K 0.01%
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$17K 0.01%
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$16K 0.01%
600
450
$16K 0.01%
+110