WCM

WealthBridge Capital Management Portfolio holdings

AUM $426M
1-Year Est. Return 19.08%
This Quarter Est. Return
1 Year Est. Return
+19.08%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$234M
AUM Growth
$0
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
197
New
Increased
Reduced
Closed

Top Buys

1
+$82.5K

Top Sells

1
+$75.4M
2
+$15M
3
+$4.28M

Sector Composition

1 Financials 5.97%
2 Technology 5.71%
3 Consumer Discretionary 5.07%
4 Healthcare 3.25%
5 Communication Services 3.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.04M 0.87%
14,168
27
$1.91M 0.81%
21,511
28
$1.9M 0.81%
21,779
29
$1.85M 0.79%
16,476
30
$1.71M 0.73%
10,270
31
$1.71M 0.73%
12,411
32
$1.7M 0.72%
11,076
33
$1.64M 0.7%
13,931
34
$1.55M 0.66%
7,095
35
$1.49M 0.64%
48,730
36
$1.44M 0.61%
3,484
37
$1.4M 0.6%
4,547
38
$1.38M 0.59%
10,724
39
$1.33M 0.57%
77,169
40
$1.33M 0.57%
11,646
41
$1.16M 0.49%
10,500
42
$1.15M 0.49%
13,154
43
$1.15M 0.49%
14,962
44
$1.13M 0.48%
19,154
45
$1.13M 0.48%
16,143
46
$1.07M 0.45%
7,365
47
$1.05M 0.45%
41,548
48
$1M 0.43%
5,645
49
$977K 0.42%
12,602
50
$973K 0.42%
16,979
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