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
$174M
AUM Growth
+$1.86M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,069
New
Increased
Reduced
Closed

Sector Composition

1 Technology 5.68%
2 Healthcare 3.71%
3 Consumer Discretionary 2.65%
4 Communication Services 2.13%
5 Financials 2.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
576
$9K 0.01%
40
577
$9K 0.01%
697
578
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45
579
$9K 0.01%
700
580
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+139
581
$9K 0.01%
35
582
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23
583
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219
584
$9K 0.01%
1,537
585
$9K 0.01%
40
586
$9K 0.01%
360
587
$9K 0.01%
50
588
$9K 0.01%
37
+10
589
$8K ﹤0.01%
+68
590
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108
591
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138
592
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60
+10
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312
+11
594
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808
595
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+600
596
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75
597
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312
+10
598
$8K ﹤0.01%
171
599
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500
600
$8K ﹤0.01%
608