WCG
Weaver Consulting Group Portfolio holdings
AUM
$362M
1-Year Return
11.55%
This Quarter Return
+4.41%
1 Year Return
+11.55%
3 Year Return
+43.57%
5 Year Return
+67.2%
10 Year Return
–
AUM
$354M
AUM Growth
–
Cap. Flow
+$354M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
35.78%
Holding
1,532
New
1,531
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
iShares 1-3 Year Treasury Bond ETF
SHY
|
+$23.6M |
| 2 |
iShares Core Conservative Allocation ETF
AOK
|
+$12M |
| 3 |
iShares MSCI USA Quality Factor ETF
QUAL
|
+$8.94M |
| 4 |
iShares MSCI USA Min Vol Factor ETF
USMV
|
+$8.79M |
| 5 |
iShares Core Moderate Allocation ETF
AOM
|
+$6.79M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Healthcare | 1.29% |
| 2 | Technology | 1.15% |
| 3 | Industrials | 1.05% |
| 4 | Communication Services | 0.86% |
| 5 | Financials | 0.82% |
