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%
51
577
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23
578
$8K ﹤0.01%
288
579
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219
580
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581
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582
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583
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335
584
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40
585
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59
+20
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+50
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251
588
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269
589
$7K ﹤0.01%
+1,027
590
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248
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592
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593
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+23
596
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100
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43
+10
598
$7K ﹤0.01%
68
599
$7K ﹤0.01%
290
600
$7K ﹤0.01%
172