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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
651
$6K ﹤0.01%
92
-6
652
$6K ﹤0.01%
+167
653
$6K ﹤0.01%
19
654
$6K ﹤0.01%
180
655
$6K ﹤0.01%
177
-477
656
$6K ﹤0.01%
125
657
$6K ﹤0.01%
121
+2
658
$6K ﹤0.01%
200
+40
659
$6K ﹤0.01%
268
-106
660
$6K ﹤0.01%
200
661
$6K ﹤0.01%
+126
662
$6K ﹤0.01%
92
-76
663
$6K ﹤0.01%
+310
664
$6K ﹤0.01%
357
665
$6K ﹤0.01%
550
666
$6K ﹤0.01%
30
-20
667
$6K ﹤0.01%
+178
668
$6K ﹤0.01%
+5,000
669
$6K ﹤0.01%
+2,100
670
$6K ﹤0.01%
498
+13
671
$6K ﹤0.01%
284
-98
672
$5K ﹤0.01%
104
-56
673
$5K ﹤0.01%
66
674
$5K ﹤0.01%
91
+3
675
$5K ﹤0.01%
51