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
$187M
AUM Growth
-$2.01M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
903
New
Increased
Reduced
Closed

Sector Composition

1 Technology 2.8%
2 Healthcare 2.79%
3 Real Estate 2.28%
4 Financials 2.14%
5 Industrials 2.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
551
$7K ﹤0.01%
608
552
$7K ﹤0.01%
130
553
$7K ﹤0.01%
+116
554
$7K ﹤0.01%
160
555
$7K ﹤0.01%
815
556
$7K ﹤0.01%
196
557
$7K ﹤0.01%
545
558
$7K ﹤0.01%
48
-100
559
$7K ﹤0.01%
+47
560
$7K ﹤0.01%
214
561
$7K ﹤0.01%
154
562
$7K ﹤0.01%
236
563
$6K ﹤0.01%
23
564
$6K ﹤0.01%
190
565
$6K ﹤0.01%
40
566
$6K ﹤0.01%
248
567
$6K ﹤0.01%
27
568
$6K ﹤0.01%
191
569
$6K ﹤0.01%
25
570
$6K ﹤0.01%
128
571
$6K ﹤0.01%
256
+230
572
$6K ﹤0.01%
45
573
$6K ﹤0.01%
253
+63
574
$6K ﹤0.01%
125
575
$6K ﹤0.01%
90
+85