WCG
Weaver Consulting Group Portfolio holdings
AUM
$362M
1-Year Return
11.55%
This Quarter Return
+4.41%
1 Year Return
+11.55%
3 Year Return
+43.57%
5 Year Return
+67.2%
10 Year Return
–
AUM
$354M
AUM Growth
–
Cap. Flow
+$354M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
35.78%
Holding
1,532
New
1,531
Increased
–
Reduced
–
Closed
–
Top Buys
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% |