WCM

WealthBridge Capital Management Portfolio holdings

AUM $426M
1-Year Est. Return 19.08%
This Quarter Est. Return
1 Year Est. Return
+19.08%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$234M
AUM Growth
$0
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
197
New
Increased
Reduced
Closed

Top Buys

1
+$82.5K

Top Sells

1
+$75.4M
2
+$15M
3
+$4.28M

Sector Composition

1 Financials 5.97%
2 Technology 5.71%
3 Consumer Discretionary 5.07%
4 Healthcare 3.25%
5 Communication Services 3.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$471K 0.2%
13,677
102
$465K 0.2%
2,069
103
$454K 0.19%
8,975
104
$441K 0.19%
5,462
105
$438K 0.19%
913
106
$434K 0.19%
4,085
107
$424K 0.18%
2,928
108
$420K 0.18%
2,415
109
$420K 0.18%
11,018
110
$412K 0.18%
18,088
111
$401K 0.17%
22,930
112
$401K 0.17%
2,195
113
$399K 0.17%
6,147
114
$398K 0.17%
3,384
115
$398K 0.17%
9,070
116
$397K 0.17%
24,870
117
$394K 0.17%
11,990
118
$393K 0.17%
4,158
119
$392K 0.17%
5,486
120
$386K 0.16%
5,663
121
$384K 0.16%
4,935
122
$376K 0.16%
3,582
123
$368K 0.16%
7,556
124
$366K 0.16%
15,972
125
$362K 0.15%
16,650
3 4
5
6 7