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
576
$7K 0.01%
+88
577
$7K 0.01%
+1,000
578
$7K 0.01%
+400
579
$7K 0.01%
+130
580
$7K 0.01%
+200
581
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+500
582
$7K 0.01%
+144
583
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+263
584
$7K 0.01%
+108
585
$7K 0.01%
+966
586
$7K 0.01%
+46
587
$7K 0.01%
+200
588
$7K 0.01%
+156
589
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+200
590
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+128
591
$7K 0.01%
+575
592
$7K 0.01%
+47
593
$6K ﹤0.01%
+613
594
$6K ﹤0.01%
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595
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+400
596
$6K ﹤0.01%
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597
$6K ﹤0.01%
+27
598
$6K ﹤0.01%
+934
599
$6K ﹤0.01%
+382
600
$6K ﹤0.01%
+357