We are live on ! Find out more
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
951
$1K ﹤0.01%
+12
952
$1K ﹤0.01%
18
953
$1K ﹤0.01%
10
954
$1K ﹤0.01%
+11
955
$1K ﹤0.01%
4
956
$1K ﹤0.01%
5
957
$1K ﹤0.01%
10
958
$1K ﹤0.01%
54
959
$1K ﹤0.01%
78
-48
960
$1K ﹤0.01%
28
961
-49
962
$0 ﹤0.01%
24
963
-15
964
0
965
-12
966
$0 ﹤0.01%
100
967
-172
968
-215
969
-21
970
$0 ﹤0.01%
3
971
-2
972
$0 ﹤0.01%
5
-2
973
-41
974
-47
975
-2,480