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
$172M
AUM Growth
+$18.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,059
New
Increased
Reduced
Closed

Sector Composition

1 Technology 5.03%
2 Healthcare 3.3%
3 Consumer Discretionary 2.44%
4 Communication Services 2.11%
5 Financials 1.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
576
$8K ﹤0.01%
219
577
$8K ﹤0.01%
206
578
$8K ﹤0.01%
300
579
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227
580
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335
581
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40
582
$8K ﹤0.01%
59
+20
583
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204
584
$8K ﹤0.01%
40
585
$8K ﹤0.01%
150
586
$8K ﹤0.01%
71
587
$8K ﹤0.01%
90
588
$8K ﹤0.01%
26
589
$7K ﹤0.01%
68
590
$7K ﹤0.01%
290
591
$7K ﹤0.01%
43
+10
592
$7K ﹤0.01%
172
593
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594
$7K ﹤0.01%
90
595
$7K ﹤0.01%
171
+16
596
$7K ﹤0.01%
52
597
$7K ﹤0.01%
50
+9
598
$7K ﹤0.01%
+125
599
$7K ﹤0.01%
583
600
$7K ﹤0.01%
+360