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
1
$17.9M 7.62%
47,130
2
$11.5M 4.89%
30,378
3
$11.3M 4.84%
84,507
4
$11.2M 4.79%
506,469
5
$9.07M 3.87%
33,223
6
$8.61M 3.67%
62,944
7
$6.75M 2.88%
24,099
8
$5.54M 2.36%
52,154
9
$4.35M 1.86%
42,788
10
$4.25M 1.81%
84,945
11
$4.04M 1.72%
57,847
12
$3.97M 1.69%
1,813
-34,447
13
$3.62M 1.54%
19,190
14
$3.6M 1.54%
25,098
15
$3.48M 1.49%
49,640
16
$3.46M 1.47%
70,410
17
$3.16M 1.35%
39,552
18
$2.98M 1.27%
11,597
19
$2.91M 1.24%
36,585
20
$2.7M 1.15%
15,942
21
$2.53M 1.08%
15,004
22
$2.49M 1.06%
19,625
23
$2.47M 1.05%
74,560
24
$2.32M 0.99%
37,460
25
$2.14M 0.91%
3,176
-6,352
1
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