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
526
$7K ﹤0.01%
277
527
$7K ﹤0.01%
5
528
$7K ﹤0.01%
214
529
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26
530
$7K ﹤0.01%
1,000
531
$7K ﹤0.01%
379
532
$6K ﹤0.01%
100
533
$6K ﹤0.01%
134
534
$6K ﹤0.01%
23
535
$6K ﹤0.01%
190
536
$6K ﹤0.01%
148
537
$6K ﹤0.01%
119
538
$6K ﹤0.01%
2,039
539
$6K ﹤0.01%
146
540
$6K ﹤0.01%
40
541
$6K ﹤0.01%
200
542
$6K ﹤0.01%
+191
543
$6K ﹤0.01%
125
544
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170
545
$6K ﹤0.01%
57
546
$6K ﹤0.01%
35
547
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248
548
$6K ﹤0.01%
22
549
$6K ﹤0.01%
61
550
0