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
476
$9K ﹤0.01%
170
477
$9K ﹤0.01%
105
478
$9K ﹤0.01%
243
479
$9K ﹤0.01%
29
480
$9K ﹤0.01%
58
481
$9K ﹤0.01%
45
482
$9K ﹤0.01%
160
483
$9K ﹤0.01%
+239
484
$9K ﹤0.01%
+358
485
$9K ﹤0.01%
221
486
$9K ﹤0.01%
400
487
$9K ﹤0.01%
204
488
$9K ﹤0.01%
780
489
$9K ﹤0.01%
155
490
$9K ﹤0.01%
127
491
$8K ﹤0.01%
330
492
$8K ﹤0.01%
68
493
$8K ﹤0.01%
159
+62
494
$8K ﹤0.01%
+65
495
$8K ﹤0.01%
160
496
$8K ﹤0.01%
66
497
$8K ﹤0.01%
335
498
$8K ﹤0.01%
190
499
$8K ﹤0.01%
33
500
$8K ﹤0.01%
51