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
$132M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
999
New
Increased
Reduced
Closed

Top Sells

No sells this quarter

Sector Composition

1 Financials 7.97%
2 Communication Services 5.04%
3 Consumer Discretionary 4.34%
4 Technology 4.13%
5 Industrials 3.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
526
$10K 0.01%
+73
527
$10K 0.01%
+454
528
$10K 0.01%
+124
529
$10K 0.01%
+152
530
$10K 0.01%
+200
531
$9K 0.01%
+81
532
$9K 0.01%
+160
533
$9K 0.01%
+692
534
$9K 0.01%
+130
535
$9K 0.01%
+600
536
$9K 0.01%
+104
537
$9K 0.01%
+510
538
$9K 0.01%
+48
539
$9K 0.01%
+236
540
$9K 0.01%
+218
541
$9K 0.01%
+30
542
$9K 0.01%
+91
543
$9K 0.01%
+172
544
$9K 0.01%
+168
545
$9K 0.01%
+650
546
$9K 0.01%
+1,266
547
$9K 0.01%
+200
548
$9K 0.01%
+95
549
$9K 0.01%
+231
550
$8K 0.01%
+209