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
$354M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,532
New
Increased
Reduced
Closed

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 1.29%
2 Technology 1.15%
3 Industrials 1.05%
4 Communication Services 0.86%
5 Financials 0.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
551
$9K ﹤0.01%
+196
552
$9K ﹤0.01%
+18
553
$9K ﹤0.01%
+29
554
$9K ﹤0.01%
+221
555
$9K ﹤0.01%
+400
556
$9K ﹤0.01%
+204
557
$9K ﹤0.01%
+780
558
$9K ﹤0.01%
+155
559
$9K ﹤0.01%
+127
560
$9K ﹤0.01%
+71
561
$8K ﹤0.01%
+225
562
$8K ﹤0.01%
+330
563
$8K ﹤0.01%
+19
564
$8K ﹤0.01%
+160
565
$8K ﹤0.01%
+66
566
$8K ﹤0.01%
+335
567
$8K ﹤0.01%
+190
568
$8K ﹤0.01%
+300
569
$8K ﹤0.01%
+212
570
$8K ﹤0.01%
+300
571
$8K ﹤0.01%
+160
572
$8K ﹤0.01%
+103
573
$8K ﹤0.01%
+51
574
$8K ﹤0.01%
+90
575
$8K ﹤0.01%
+52