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 | |
|---|---|---|---|---|---|---|---|
| $68.9K | 0.02% | 13,000 | – | – | |||
| $0 | 0% | 0 -23,256 | Closed | – | |||
| $0 | 0% | 0 -1,605 | Closed | – | |||
| $0 | 0% | 0 -13,831 | Closed | – | |||
| $0 | 0% | 0 -1,978 | Closed | – | |||
| $0 | 0% | 0 -2,361 | Closed | – | |||
| $0 | 0% | 0 -1,068 | Closed | – | |||
| $0 | 0% | 0 -246 | Closed | – | |||
| $0 | 0% | 0 -5,301 | Closed | – | |||
| $0 | 0% | 0 -2,491 | Closed | – | |||
| $0 | 0% | 0 -1,905 | Closed | – | |||
| $0 | 0% | 0 -2,731 | Closed | – |
