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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
1026
$0 ﹤0.01%
8
-38
1027
-7,412
1028
-43
1029
-245
1030
$0 ﹤0.01%
17
1031
-15
1032
-206
1033
$0 ﹤0.01%
6
1034
-100
1035
-2
1036
0
1037
-125
1038
-5
1039
-44
1040
-814
1041
-352
1042
-650
1043
-132
1044
-450
1045
$0 ﹤0.01%
5
1046
-18
1047
-31
1048
-63
1049
-64
1050
$0 ﹤0.01%
+8