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
651
$6K ﹤0.01%
387
652
$6K ﹤0.01%
61
653
$6K ﹤0.01%
57
654
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+50
655
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478
656
$6K ﹤0.01%
+11
657
$6K ﹤0.01%
290
658
$6K ﹤0.01%
43
659
$6K ﹤0.01%
49
660
$6K ﹤0.01%
125
661
$6K ﹤0.01%
52
662
$6K ﹤0.01%
300
663
$6K ﹤0.01%
14
664
$6K ﹤0.01%
334
665
$6K ﹤0.01%
+138
666
$6K ﹤0.01%
196
667
$6K ﹤0.01%
400
668
$6K ﹤0.01%
28
669
$6K ﹤0.01%
175
670
$6K ﹤0.01%
117
671
$6K ﹤0.01%
26
672
$6K ﹤0.01%
20
673
$5K ﹤0.01%
88
674
$5K ﹤0.01%
48
675
$5K ﹤0.01%
94
+60