WCM

WealthBridge Capital Management Portfolio holdings

AUM $394M
1-Year Est. Return 17.03%
This Quarter Est. Return
1 Year Est. Return
+17.03%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$297M
AUM Growth
+$30.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
198
New
Increased
Reduced
Closed

Sector Composition

1 Financials 7.39%
2 Technology 7.11%
3 Consumer Discretionary 4.61%
4 Communication Services 3.41%
5 Healthcare 3.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
$251K 0.08%
+2,051
152
$250K 0.08%
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153
$250K 0.08%
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157
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970
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163
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$225K 0.08%
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172
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$224K 0.08%
10,983
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174
$222K 0.07%
397
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175
$222K 0.07%
1,895