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
651
$5K ﹤0.01%
+168
652
$5K ﹤0.01%
+136
653
$5K ﹤0.01%
+65
654
$5K ﹤0.01%
+81
655
$5K ﹤0.01%
+162
656
$5K ﹤0.01%
+92
657
$5K ﹤0.01%
+357
658
$5K ﹤0.01%
+88
659
$5K ﹤0.01%
+550
660
$5K ﹤0.01%
+188
661
$5K ﹤0.01%
+150
662
$5K ﹤0.01%
+81
663
$5K ﹤0.01%
+77
664
$5K ﹤0.01%
+215
665
$5K ﹤0.01%
+99
666
$4K ﹤0.01%
+30
667
$4K ﹤0.01%
+255
668
$4K ﹤0.01%
+30
669
$4K ﹤0.01%
+415
670
$4K ﹤0.01%
+23
671
$4K ﹤0.01%
+330
672
$4K ﹤0.01%
+66
673
$4K ﹤0.01%
+75
674
$4K ﹤0.01%
+211
675
$4K ﹤0.01%
+42