We are live on ! Find out more
WCM

WealthBridge Capital Management Portfolio holdings

AUM $434M
1-Year Est. Return 20.24%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.24%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$157M
AUM Growth
+$25.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,121
New
Increased
Reduced
Closed

Sector Composition

1 Financials 7.66%
2 Communication Services 5.16%
3 Consumer Discretionary 4.5%
4 Technology 4.43%
5 Industrials 3.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
601
$8K 0.01%
131
+3
602
$8K 0.01%
288
603
$8K 0.01%
764
-5
604
$8K 0.01%
86
605
$8K 0.01%
303
-175
606
$8K 0.01%
127
+32
607
$8K 0.01%
+1,000
608
$8K 0.01%
41
609
$8K 0.01%
+124
610
$8K 0.01%
88
611
$8K 0.01%
1,000
612
$8K 0.01%
+305
613
$8K 0.01%
+100
614
$8K 0.01%
113
+35
615
$8K 0.01%
400
616
$8K 0.01%
200
617
$8K 0.01%
100
618
$8K 0.01%
+3,000
619
$8K 0.01%
+1
620
$8K 0.01%
+250
621
$8K 0.01%
176
-53
622
$7K ﹤0.01%
175
623
$7K ﹤0.01%
186
+42
624
$7K ﹤0.01%
+150
625
$7K ﹤0.01%
83