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
$234M
AUM Growth
$0
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
197
New
Increased
Reduced
Closed

Top Buys

1
+$82.5K

Top Sells

1
+$75.4M
2
+$15M
3
+$4.28M

Sector Composition

1 Financials 5.97%
2 Technology 5.71%
3 Consumer Discretionary 5.07%
4 Healthcare 3.25%
5 Communication Services 3.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$960K 0.41%
24,990
52
$952K 0.41%
39,882
53
$942K 0.4%
32,400
54
$930K 0.4%
7,999
55
$882K 0.38%
5,047
56
$880K 0.38%
25,759
57
$856K 0.37%
16,318
58
$852K 0.36%
21,030
59
$842K 0.36%
3,347
60
$834K 0.36%
24,205
61
$824K 0.35%
6,044
62
$823K 0.35%
2,999
63
$817K 0.35%
9,566
64
$791K 0.34%
3,204
65
$790K 0.34%
23,012
66
$789K 0.34%
362
-6,878
67
$765K 0.33%
35,050
68
$765K 0.33%
3,886
69
$743K 0.32%
1,447
70
$731K 0.31%
4,535
71
$717K 0.31%
3,644
72
$714K 0.3%
7,730
73
$712K 0.3%
12,309
74
$703K 0.3%
6,466
75
$690K 0.29%
28,425
1 2
3
4 5