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
$132M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
999
New
Increased
Reduced
Closed

Top Sells

No sells this quarter

Sector Composition

1 Financials 7.97%
2 Communication Services 5.04%
3 Consumer Discretionary 4.34%
4 Technology 4.13%
5 Industrials 3.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
$73K 0.06%
+7,800
202
$72K 0.05%
+668
203
$71K 0.05%
+518
204
$70K 0.05%
+1,349
205
$70K 0.05%
+267
206
$69K 0.05%
+430
207
$69K 0.05%
+570
208
$67K 0.05%
+1,827
209
$66K 0.05%
+1,717
210
$66K 0.05%
+768
211
$66K 0.05%
+680
212
$65K 0.05%
+1,650
213
$65K 0.05%
+1,106
214
$64K 0.05%
+1,220
215
$64K 0.05%
+402
216
$63K 0.05%
+823
217
$63K 0.05%
+1,354
218
$62K 0.05%
+1,345
219
$62K 0.05%
+560
220
$61K 0.05%
+2,500
221
$60K 0.05%
+568
222
$60K 0.05%
+3,617
223
$60K 0.05%
+2,020
224
$60K 0.05%
+2,492
225
$60K 0.05%
+3,036