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 1.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
751
$1K ﹤0.01%
52
752
$1K ﹤0.01%
17
753
$1K ﹤0.01%
+16
754
$1K ﹤0.01%
207
755
$1K ﹤0.01%
96
756
$1K ﹤0.01%
55
757
$1K ﹤0.01%
16
758
$1K ﹤0.01%
5
759
$1K ﹤0.01%
18
760
$1K ﹤0.01%
33
761
$1K ﹤0.01%
143
762
$1K ﹤0.01%
26
763
$1K ﹤0.01%
13
764
$1K ﹤0.01%
20
765
$1K ﹤0.01%
16
766
$1K ﹤0.01%
+60
767
$1K ﹤0.01%
100
768
$1K ﹤0.01%
12
769
$1K ﹤0.01%
19
770
$1K ﹤0.01%
80
771
$1K ﹤0.01%
+46
772
$1K ﹤0.01%
48
773
$1K ﹤0.01%
45
774
$1K ﹤0.01%
200
775
$1K ﹤0.01%
69