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 0.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
576
$8K ﹤0.01%
+212
577
$7K ﹤0.01%
+139
578
$7K ﹤0.01%
+56
579
$7K ﹤0.01%
+84
580
$7K ﹤0.01%
+608
581
$7K ﹤0.01%
+130
582
$7K ﹤0.01%
+105
583
$7K ﹤0.01%
+175
584
$7K ﹤0.01%
+236
585
$7K ﹤0.01%
+100
586
$7K ﹤0.01%
+277
587
$7K ﹤0.01%
+5
588
$7K ﹤0.01%
+330
589
$7K ﹤0.01%
+25
590
$7K ﹤0.01%
+68
591
$7K ﹤0.01%
+17
592
$7K ﹤0.01%
+44
593
$7K ﹤0.01%
+815
594
$7K ﹤0.01%
+33
595
0
596
$7K ﹤0.01%
+196
597
$7K ﹤0.01%
+214
598
$7K ﹤0.01%
+26
599
$7K ﹤0.01%
+1,000
600
$6K ﹤0.01%
+128