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
$183M
AUM Growth
-$171M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,642
New
Increased
Reduced
Closed

Sector Composition

1 Healthcare 2.48%
2 Real Estate 2.24%
3 Technology 2.22%
4 Industrials 2.05%
5 Financials 1.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
626
$4K ﹤0.01%
540
627
$4K ﹤0.01%
29
628
$4K ﹤0.01%
230
629
$4K ﹤0.01%
70
630
$4K ﹤0.01%
880
631
$4K ﹤0.01%
36
632
$4K ﹤0.01%
15
633
$4K ﹤0.01%
50
634
$4K ﹤0.01%
+106
635
$4K ﹤0.01%
36
636
$4K ﹤0.01%
65
637
$4K ﹤0.01%
24
638
$4K ﹤0.01%
10
639
$4K ﹤0.01%
589
640
$4K ﹤0.01%
102
641
$4K ﹤0.01%
+52
642
$3K ﹤0.01%
97
643
$3K ﹤0.01%
132
644
$3K ﹤0.01%
300
645
$3K ﹤0.01%
100
646
$3K ﹤0.01%
146
647
$3K ﹤0.01%
129
648
$3K ﹤0.01%
148
649
$3K ﹤0.01%
182
650
$3K ﹤0.01%
126