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 1.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
451
$10K 0.01%
88
452
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+229
453
$10K 0.01%
288
454
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161
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$10K 0.01%
18
456
$10K 0.01%
75
457
$10K 0.01%
360
458
$10K 0.01%
75
459
$10K 0.01%
78
460
$10K 0.01%
102
461
$10K 0.01%
225
462
$10K 0.01%
720
463
$10K 0.01%
255
464
$10K 0.01%
202
465
$10K 0.01%
94
466
$10K 0.01%
184
467
$10K 0.01%
145
468
$10K 0.01%
251
469
$10K 0.01%
286
470
$9K ﹤0.01%
58
471
$9K ﹤0.01%
45
472
$9K ﹤0.01%
160
473
$9K ﹤0.01%
+239
474
$9K ﹤0.01%
+358
475
$9K ﹤0.01%
221