WCM

WealthBridge Capital Management Portfolio holdings

AUM $394M
1-Year Est. Return 17.03%
This Quarter Est. Return
1 Year Est. Return
+17.03%
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

Top Sells

1 +$889K
2 +$341K
3 +$129K
4
KBWR icon
Invesco KBW Regional Banking ETF
KBWR
+$108K
5
AAPL icon
Apple
AAPL
+$92.9K

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
851
$1K ﹤0.01%
40
852
$1K ﹤0.01%
4
853
$1K ﹤0.01%
+30
854
$1K ﹤0.01%
42
855
$1K ﹤0.01%
57
856
$1K ﹤0.01%
235
857
$1K ﹤0.01%
13
858
$1K ﹤0.01%
+4
859
$1K ﹤0.01%
10
860
$1K ﹤0.01%
13
861
$1K ﹤0.01%
10
862
$1K ﹤0.01%
21
863
$1K ﹤0.01%
48
864
$1K ﹤0.01%
12
865
$1K ﹤0.01%
22
866
$1K ﹤0.01%
4
867
$1K ﹤0.01%
6
868
$1K ﹤0.01%
56
-304
869
$1K ﹤0.01%
+11
870
$1K ﹤0.01%
27
871
$1K ﹤0.01%
62
+16
872
$1K ﹤0.01%
5
-41
873
$1K ﹤0.01%
20
874
$1K ﹤0.01%
12
+2
875
$1K ﹤0.01%
50