WCM
WealthBridge Capital Management Portfolio holdings
AUM $354M
AUM
$354M
AUM Growth
-$6.08M (-2%)
Cap. Flow
+$7.37M
Cap. Flow % of AUM
2.08%
Top 10 Holdings %Top 10 Hldgs %
41.91%
Holding
212
New
12
Increased
90
Reduced
70
Closed
11
Top Buys
| 1 | $1.11M | |
| 2 | $1.11M | |
| 3 | $882K | |
| 4 | $695K | |
| 5 | $650K |
Top Sells
| 1 | $942K | |
| 2 | $415K | |
| 3 | $264K | |
| 4 | $229K | |
| 5 | $224K |
Sector Composition
| 1 | Financials | 8.61% |
| 2 | Technology | 7.47% |
| 3 | Consumer Discretionary | 3.98% |
| 4 | Healthcare | 3.17% |
| 5 | Communication Services | 2.9% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $318K | 0.09% | 3,460 | – | – | |||
| $317K | 0.09% | 2,616 +5 | +0.2% | +$606 | |||
| $314K | 0.09% | 14,567 -992 | -6% | -$21.4K | |||
| $313K | 0.09% | 2,373 -125 | -5% | -$16.5K | |||
| $305K | 0.09% | 12,052 +250 | +2% | +$6.32K | |||
| $302K | 0.09% | 5,729 -450 | -7% | -$23.8K | |||
| $300K | 0.08% | 3,680 | – | – | |||
| $298K | 0.08% | 1,719 +299 | +21% | +$51.9K | |||
| $295K | 0.08% | 1,440 -15 | -1% | -$3.08K | |||
| $294K | 0.08% | 11,338 +1,290 | +13% | +$33.5K | |||
| $290K | 0.08% | 3,815 -320 | -8% | -$24.4K | |||
| $290K | 0.08% | 2,209 | – | – | |||
| $288K | 0.08% | 20,051 +14 | +0.1% | +$201 | |||
| $284K | 0.08% | 2,060 -344 | -14% | -$47.4K | |||
| $283K | 0.08% | 4,389 +75 | +2% | +$4.84K | |||
| $282K | 0.08% | 3,452 +281 | +9% | +$22.9K | |||
| $278K | 0.08% | 6,046 +107 | +2% | +$4.92K | |||
| $278K | 0.08% | 6,331 +42 | +0.7% | +$1.85K | |||
| $278K | 0.08% | 1,660 +22 | +1% | +$3.68K | |||
| $277K | 0.08% | 889 -184 | -17% | -$57.3K | |||
| $276K | 0.08% | 12,157 +412 | +4% | +$9.37K | |||
| $270K | 0.08% | 3,872 -397 | -9% | -$27.6K | |||
| $269K | 0.08% | 10,831 +56 | +0.5% | +$1.39K | |||
| $267K | 0.08% | 21,286 -1,000 | -4% | -$12.6K | |||
| $263K | 0.07% | 838 | New | +$263K |
