WCG
Weaver Consulting Group Portfolio holdings
AUM
$362M
1-Year Return
11.55%
This Quarter Return
+2.69%
1 Year Return
+11.55%
3 Year Return
+43.57%
5 Year Return
+67.2%
10 Year Return
–
AUM
$183M
AUM Growth
-$171M
(-48%)
Cap. Flow
-$173M
Cap. Flow
% of AUM
-94.34%
Top 10 Holdings %
Top 10 Hldgs %
45.74%
Holding
1,642
New
108
Increased
43
Reduced
60
Closed
788
Top Buys
| 1 |
W.P. Carey
WPC
|
$2.79M |
| 2 |
iShares Core 1-5 Year USD Bond ETF
ISTB
|
$1.36M |
| 3 |
Innovator US Equity Power Buffer ETF October
POCT
|
$741K |
| 4 |
RPAI
RETAIL PROPERTIES OF AMERICA, INC.
RPAI
|
$451K |
| 5 |
iShares Core US Aggregate Bond ETF
AGG
|
$397K |
Top Sells
Sector Composition
| 1 | Healthcare | 2.48% |
| 2 | Real Estate | 2.24% |
| 3 | Technology | 2.22% |
| 4 | Industrials | 2.05% |
| 5 | Financials | 1.7% |
