WCG

Weaver Consulting Group Portfolio holdings

AUM $409M
1-Year Est. Return 14.21%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.21%
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
1,643
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
526
$7K ﹤0.01%
196
527
$7K ﹤0.01%
236
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%
148
533
$6K ﹤0.01%
119
534
$6K ﹤0.01%
2,039
535
$6K ﹤0.01%
146
536
$6K ﹤0.01%
40
537
$6K ﹤0.01%
248
538
$6K ﹤0.01%
200
539
$6K ﹤0.01%
61
540
0
541
$6K ﹤0.01%
100
542
$6K ﹤0.01%
1,200
543
$6K ﹤0.01%
93
544
$6K ﹤0.01%
119
545
$6K ﹤0.01%
240
546
$6K ﹤0.01%
27
547
$6K ﹤0.01%
+191
548
$6K ﹤0.01%
125
549
$6K ﹤0.01%
170
550
$6K ﹤0.01%
57