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
$174M
AUM Growth
+$1.86M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,069
New
Increased
Reduced
Closed

Sector Composition

1 Technology 5.68%
2 Healthcare 3.71%
3 Consumer Discretionary 2.65%
4 Communication Services 2.13%
5 Financials 2.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
526
$12K 0.01%
80
527
$12K 0.01%
206
528
$12K 0.01%
+600
529
$12K 0.01%
319
530
$12K 0.01%
1,350
531
$12K 0.01%
193
532
$11K 0.01%
+198
533
$11K 0.01%
410
534
$11K 0.01%
320
535
$11K 0.01%
172
536
$11K 0.01%
110
+10
537
$11K 0.01%
51
538
$11K 0.01%
298
539
$11K 0.01%
671
+50
540
$11K 0.01%
161
541
$11K 0.01%
76
542
$11K 0.01%
300
543
$11K 0.01%
213
544
$11K 0.01%
345
545
$11K 0.01%
590
546
$11K 0.01%
227
547
$11K 0.01%
1,020
548
$11K 0.01%
216
549
$11K 0.01%
278
550
$11K 0.01%
100