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
626
$5K ﹤0.01%
+25
627
$5K ﹤0.01%
+33
628
$5K ﹤0.01%
+66
629
$5K ﹤0.01%
+88
630
$5K ﹤0.01%
+51
631
$5K ﹤0.01%
+16
632
$5K ﹤0.01%
+120
633
$5K ﹤0.01%
+158
634
$5K ﹤0.01%
+100
635
$5K ﹤0.01%
+300
636
$5K ﹤0.01%
+83
637
$5K ﹤0.01%
+13
638
$5K ﹤0.01%
+80
639
$5K ﹤0.01%
+107
640
$5K ﹤0.01%
+112
641
$5K ﹤0.01%
+19
642
$5K ﹤0.01%
+180
643
$5K ﹤0.01%
+790
644
$5K ﹤0.01%
+68
645
$5K ﹤0.01%
+119
646
$5K ﹤0.01%
+160
647
$5K ﹤0.01%
+86
648
$5K ﹤0.01%
+374
649
$5K ﹤0.01%
+203
650
$5K ﹤0.01%
+606