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
$354M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,532
New
Increased
Reduced
Closed

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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
601
$6K ﹤0.01%
+125
602
$6K ﹤0.01%
+170
603
$6K ﹤0.01%
+57
604
$6K ﹤0.01%
+35
605
$6K ﹤0.01%
+23
606
$6K ﹤0.01%
+146
607
$6K ﹤0.01%
+40
608
$6K ﹤0.01%
+248
609
$6K ﹤0.01%
+200
610
$6K ﹤0.01%
+22
611
$6K ﹤0.01%
+126
612
$6K ﹤0.01%
+50
613
$6K ﹤0.01%
+190
614
$6K ﹤0.01%
+148
615
$6K ﹤0.01%
+119
616
$6K ﹤0.01%
+2,039
617
$6K ﹤0.01%
+300
618
$6K ﹤0.01%
+61
619
$6K ﹤0.01%
+134
620
$6K ﹤0.01%
+50
621
$6K ﹤0.01%
+1,200
622
$6K ﹤0.01%
+93
623
$6K ﹤0.01%
+119
624
$6K ﹤0.01%
+379
625
$6K ﹤0.01%
+240