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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
976
-200
977
-125
978
-1,037
979
-20
980
-12
981
-99
982
-6
983
$0 ﹤0.01%
5
984
-250
985
$0 ﹤0.01%
10
-13
986
-164
987
$0 ﹤0.01%
1
-39
988
-19
989
-357
990
-147
991
-50
992
-32
993
$0 ﹤0.01%
4
994
-250
995
-241
996
-21
997
$0 ﹤0.01%
5
-2
998
-125
999
$0 ﹤0.01%
8
1000
-174