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%
+139
577
$9K 0.01%
35
578
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23
579
$9K 0.01%
219
580
$9K 0.01%
1,537
581
$9K 0.01%
40
582
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360
583
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50
584
$9K 0.01%
59
585
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582
586
$9K 0.01%
40
587
$9K 0.01%
697
588
$9K 0.01%
37
+10
589
$8K ﹤0.01%
+68
590
$8K ﹤0.01%
108
591
$8K ﹤0.01%
138
592
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116
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300
594
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595
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66
596
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300
597
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221
598
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335
599
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204
600
$8K ﹤0.01%
808