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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
1101
-41
1102
-30
1103
-19
1104
-3
1105
-1,000
1106
-9
1107
-100
1108
-19
1109
-589
1110
-74
1111
-142
1112
-92
1113
-320
1114
-75
1115
-100
1116
-9
1117
-40
1118
$0 ﹤0.01%
2
1119
$0 ﹤0.01%
8
-6
1120
$0 ﹤0.01%
13