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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
1051
-12
1052
$0 ﹤0.01%
4
1053
$0 ﹤0.01%
1
1054
-31
1055
$0 ﹤0.01%
42
1056
$0 ﹤0.01%
+2
1057
$0 ﹤0.01%
3
1058
$0 ﹤0.01%
+2
1059
-207
1060
$0 ﹤0.01%
4
-4
1061
-60
1062
-16
1063
$0 ﹤0.01%
+6
1064
-348
1065
-1,589
1066
$0 ﹤0.01%
4
-2
1067
-9
1068
$0 ﹤0.01%
2
1069
-89
1070
$0 ﹤0.01%
3
1071
-3
1072
-86
1073
$0 ﹤0.01%
2
1074
$0 ﹤0.01%
4
1075
-452