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
126
$360K 0.15%
4,388
127
$359K 0.15%
12,325
128
$359K 0.15%
6,358
129
$356K 0.15%
7,096
130
$352K 0.15%
6,063
131
$341K 0.15%
1,762
132
$338K 0.14%
5,500
133
$337K 0.14%
4,351
134
$334K 0.14%
2,022
135
$328K 0.14%
16,153
136
$326K 0.14%
5,186
137
$322K 0.14%
6,300
138
$317K 0.14%
2,503
139
$315K 0.13%
3,140
140
$315K 0.13%
3,757
141
$313K 0.13%
7,449
142
$312K 0.13%
1,283
143
$308K 0.13%
1,721
144
$303K 0.13%
734
145
$302K 0.13%
5,009
146
$298K 0.13%
996
147
$295K 0.13%
7,829
148
$294K 0.13%
17,222
149
$292K 0.12%
17,358
150
$292K 0.12%
5,649
4 5
6
7 8