WCG

Weaver Consulting Group Portfolio holdings

AUM $409M
1-Year Est. Return 14.21%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.21%
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 1.14%
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
576
$7K ﹤0.01%
+17
577
$7K ﹤0.01%
+815
578
$7K ﹤0.01%
+175
579
$7K ﹤0.01%
+214
580
$7K ﹤0.01%
+130
581
$7K ﹤0.01%
+105
582
$7K ﹤0.01%
+44
583
$7K ﹤0.01%
+33
584
0
585
$7K ﹤0.01%
+196
586
$7K ﹤0.01%
+236
587
$7K ﹤0.01%
+100
588
$7K ﹤0.01%
+277
589
$7K ﹤0.01%
+5
590
$7K ﹤0.01%
+1,000
591
$6K ﹤0.01%
+126
592
$6K ﹤0.01%
+50
593
$6K ﹤0.01%
+200
594
$6K ﹤0.01%
+128
595
$6K ﹤0.01%
+125
596
$6K ﹤0.01%
+35
597
$6K ﹤0.01%
+23
598
$6K ﹤0.01%
+146
599
$6K ﹤0.01%
+40
600
$6K ﹤0.01%
+248