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
176
$229K 0.1%
3,463
177
$224K 0.1%
3,046
178
$222K 0.09%
3,680
179
$217K 0.09%
10,855
180
$215K 0.09%
6,900
181
$215K 0.09%
1,984
182
$215K 0.09%
4,673
183
$212K 0.09%
1,750
184
$210K 0.09%
2,300
185
$209K 0.09%
486
186
$206K 0.09%
1,458
187
$205K 0.09%
17,421
188
$203K 0.09%
911
189
$203K 0.09%
16,219
190
$195K 0.08%
15,365
191
$176K 0.08%
13,450
192
$164K 0.07%
11,535
193
$162K 0.07%
12,000
194
$138K 0.06%
12,658
195
$111K 0.05%
14,435
196
$110K 0.05%
18,600
+13,950
197
$76K 0.03%
11,500
4 5 6 7
8