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
601
$6K ﹤0.01%
+208
602
$6K ﹤0.01%
+115
603
$6K ﹤0.01%
+135
604
$6K ﹤0.01%
+63
605
$6K ﹤0.01%
+44
606
$6K ﹤0.01%
+132
607
$6K ﹤0.01%
+38
608
$6K ﹤0.01%
+125
609
$6K ﹤0.01%
+207
610
$6K ﹤0.01%
+41
611
$6K ﹤0.01%
+73
612
$6K ﹤0.01%
+200
613
$6K ﹤0.01%
+132
614
$6K ﹤0.01%
+65
615
$6K ﹤0.01%
+117
616
$6K ﹤0.01%
+94
617
$6K ﹤0.01%
+145
618
$6K ﹤0.01%
+100
619
$6K ﹤0.01%
+312
620
$6K ﹤0.01%
+589
621
$6K ﹤0.01%
+97
622
$6K ﹤0.01%
+689
623
$5K ﹤0.01%
+320
624
$5K ﹤0.01%
+170
625
$5K ﹤0.01%
+241