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
576
$6K ﹤0.01%
200
577
$6K ﹤0.01%
+162
578
$6K ﹤0.01%
+74
579
$6K ﹤0.01%
61
580
$6K ﹤0.01%
175
581
$6K ﹤0.01%
100
582
$6K ﹤0.01%
61
583
$6K ﹤0.01%
64
584
$6K ﹤0.01%
147
585
$6K ﹤0.01%
134
586
$6K ﹤0.01%
43
+2
587
$6K ﹤0.01%
50
588
$6K ﹤0.01%
284
589
$6K ﹤0.01%
240
590
$5K ﹤0.01%
281
591
$5K ﹤0.01%
131
+115
592
$5K ﹤0.01%
158
593
$5K ﹤0.01%
575
594
$5K ﹤0.01%
186
595
$5K ﹤0.01%
178
596
$5K ﹤0.01%
49
597
$5K ﹤0.01%
118
598
$5K ﹤0.01%
9
599
$5K ﹤0.01%
41
600
$5K ﹤0.01%
70