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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
851
$1K ﹤0.01%
203
-15
852
$1K ﹤0.01%
16
853
$1K ﹤0.01%
40
854
$1K ﹤0.01%
4
855
$1K ﹤0.01%
+30
856
$1K ﹤0.01%
42
857
$1K ﹤0.01%
57
858
$1K ﹤0.01%
235
859
$1K ﹤0.01%
13
860
$1K ﹤0.01%
+4
861
$1K ﹤0.01%
10
862
$1K ﹤0.01%
13
863
$1K ﹤0.01%
10
864
$1K ﹤0.01%
21
865
$1K ﹤0.01%
48
866
$1K ﹤0.01%
12
867
$1K ﹤0.01%
22
868
$1K ﹤0.01%
4
869
$1K ﹤0.01%
6
870
$1K ﹤0.01%
62
+16
871
$1K ﹤0.01%
5
-41
872
$1K ﹤0.01%
20
873
$1K ﹤0.01%
12
+2
874
$1K ﹤0.01%
50
875
$1K ﹤0.01%
+2