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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
1001
-200
1002
$0 ﹤0.01%
4
1003
-1,557
1004
$0 ﹤0.01%
4
1005
-120
1006
$0 ﹤0.01%
13
1007
$0 ﹤0.01%
+6
1008
-90
1009
$0 ﹤0.01%
2
1010
-14
1011
$0 ﹤0.01%
35
1012
-48
1013
-200
1014
-13
1015
$0 ﹤0.01%
4
1016
$0 ﹤0.01%
29
1017
-100
1018
$0 ﹤0.01%
4
1019
$0 ﹤0.01%
+12
1020
$0 ﹤0.01%
5
1021
-7
1022
-200
1023
-504
1024
-107
1025
-19,407