WCM
WealthBridge Capital Management Portfolio holdings
AUM $354M
AUM
$354M
AUM Growth
-$6.08M (-2%)
Cap. Flow
+$7.37M
Cap. Flow % of AUM
2.08%
Top 10 Holdings %Top 10 Hldgs %
41.91%
Holding
212
New
12
Increased
90
Reduced
70
Closed
11
Top Buys
| 1 | $1.11M | |
| 2 | $1.11M | |
| 3 | $882K | |
| 4 | $695K | |
| 5 | $650K |
Top Sells
| 1 | $942K | |
| 2 | $415K | |
| 3 | $264K | |
| 4 | $229K | |
| 5 | $224K |
Sector Composition
| 1 | Financials | 8.61% |
| 2 | Technology | 7.47% |
| 3 | Consumer Discretionary | 3.98% |
| 4 | Healthcare | 3.17% |
| 5 | Communication Services | 2.9% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $913K | 0.26% | 1,776 +70 | +4% | +$36K | |||
| $893K | 0.25% | 8,241 | – | – | |||
| $882K | 0.25% | 38,247 | New | +$882K | |||
| $845K | 0.24% | 7,504 -2,342 | -24% | -$264K | |||
| $838K | 0.24% | 69,286 +7,989 | +13% | +$96.6K | |||
| $782K | 0.22% | 38,925 +8,000 | +26% | +$161K | |||
| $774K | 0.22% | 4,626 +302 | +7% | +$50.6K | |||
| $773K | 0.22% | 817 +32 | +4% | +$30.3K | |||
| $748K | 0.21% | 15,008 +1,260 | +9% | +$62.8K | |||
| $745K | 0.21% | 15,375 +500 | +3% | +$24.2K | |||
| $727K | 0.21% | 7,776 -795 | -9% | -$74.3K | |||
| $719K | 0.2% | 8,352 -4,829 | -37% | -$415K | |||
| $716K | 0.2% | 11,175 | – | – | |||
| $688K | 0.19% | 8,526 | – | – | |||
| $685K | 0.19% | 6,547 -343 | -5% | -$35.9K | |||
| $683K | 0.19% | 4,458 +28 | +0.6% | +$4.29K | |||
| $682K | 0.19% | 20,395 +2,133 | +12% | +$71.3K | |||
| $678K | 0.19% | 7,706 +385 | +5% | +$33.9K | |||
| $672K | 0.19% | 10,696 +600 | +6% | +$37.7K | |||
| $667K | 0.19% | 10,176 +65 | +0.6% | +$4.26K | |||
| $650K | 0.18% | 12,178 | New | +$650K | |||
| $644K | 0.18% | 4,294 -308 | -7% | -$46.2K | |||
| $576K | 0.16% | 2,488 -18 | -0.7% | -$4.17K | |||
| $563K | 0.16% | 8,486 +8 | +0.1% | +$531 | |||
| $560K | 0.16% | 8,541 +119 | +1% | +$7.81K |
