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
451
$10K 0.01%
332
+167
452
$10K 0.01%
+229
453
$10K 0.01%
102
454
$10K 0.01%
225
455
$10K 0.01%
720
456
$10K 0.01%
255
457
$10K 0.01%
202
458
$10K 0.01%
94
459
$10K 0.01%
184
460
$10K 0.01%
288
461
$10K 0.01%
161
462
$10K 0.01%
18
463
$10K 0.01%
75
464
$10K 0.01%
360
465
$10K 0.01%
75
466
$10K 0.01%
78
467
$10K 0.01%
145
468
$10K 0.01%
251
469
$10K 0.01%
286
470
$9K ﹤0.01%
290
471
$9K ﹤0.01%
340
472
$9K ﹤0.01%
200
473
$9K ﹤0.01%
575
474
$9K ﹤0.01%
545
475
$9K ﹤0.01%
+195