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
551
$6K ﹤0.01%
61
552
$6K ﹤0.01%
50
553
$6K ﹤0.01%
1,200
554
$6K ﹤0.01%
93
555
$6K ﹤0.01%
119
556
$6K ﹤0.01%
240
557
$6K ﹤0.01%
27
558
$5K ﹤0.01%
110
559
$5K ﹤0.01%
99
+52
560
$5K ﹤0.01%
41
561
$5K ﹤0.01%
150
562
$5K ﹤0.01%
201
563
$5K ﹤0.01%
35
564
$5K ﹤0.01%
60
565
$5K ﹤0.01%
200
566
$5K ﹤0.01%
41
567
$5K ﹤0.01%
41
568
$5K ﹤0.01%
186
569
$5K ﹤0.01%
49
570
$5K ﹤0.01%
190
571
$5K ﹤0.01%
+194
572
$5K ﹤0.01%
118
573
$5K ﹤0.01%
+9
574
$5K ﹤0.01%
281
575
$5K ﹤0.01%
105