WCM
WealthBridge Capital Management Portfolio holdings
AUM
$394M
1-Year Return
17.03%
This Quarter Return
-13.2%
1 Year Return
+17.03%
3 Year Return
+68.6%
5 Year Return
+108.81%
10 Year Return
–
AUM
$132M
AUM Growth
–
Cap. Flow
+$132M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
34.88%
Holding
999
New
997
Increased
–
Reduced
–
Closed
–
Top Buys
Top Sells
No sells this quarter
Sector Composition
| 1 | Financials | 7.96% |
| 2 | Communication Services | 5.04% |
| 3 | Consumer Discretionary | 4.34% |
| 4 | Technology | 4.13% |
| 5 | Industrials | 3.67% |
