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
601
$7K ﹤0.01%
+75
602
$7K ﹤0.01%
90
603
$7K ﹤0.01%
171
+16
604
$7K ﹤0.01%
52
605
$7K ﹤0.01%
50
+9
606
$7K ﹤0.01%
+125
607
$7K ﹤0.01%
583
608
$7K ﹤0.01%
+360
609
$7K ﹤0.01%
134
610
$7K ﹤0.01%
35
+9
611
$7K ﹤0.01%
+500
612
$7K ﹤0.01%
230
613
$7K ﹤0.01%
277
614
$7K ﹤0.01%
48
615
$7K ﹤0.01%
5
616
$7K ﹤0.01%
56
+13
617
$7K ﹤0.01%
49
+11
618
$7K ﹤0.01%
26
619
$6K ﹤0.01%
+62
620
$6K ﹤0.01%
11
621
$6K ﹤0.01%
160
622
$6K ﹤0.01%
40
-35
623
$6K ﹤0.01%
236
624
$6K ﹤0.01%
400
625
$6K ﹤0.01%
28
+4