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
$144M
AUM Growth
-$10.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
141
New
Increased
Reduced
Closed

Top Buys

1
+$5.24M
2
+$2.82M
3
+$2.46M
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$2.35M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$1.54M

Top Sells

1
+$1.59M
2
+$1.23M
3
+$1.06M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$583K
5
PRFZ icon
Invesco FTSE RAFI US 1500 Small-Mid ETF
PRFZ
+$574K

Sector Composition

1 Financials 7.37%
2 Communication Services 5.19%
3 Consumer Discretionary 4.85%
4 Technology 4.06%
5 Healthcare 2.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.3M 0.91%
8,266
+1,769
27
$1.3M 0.9%
8,804
+4,058
28
$1.27M 0.88%
28,954
+2,553
29
$1.26M 0.87%
33,777
+6,497
30
$1.23M 0.86%
19,814
-312
31
$1.23M 0.85%
4,677
-670
32
$1.15M 0.8%
70,111
-11,953
33
$1.02M 0.71%
11,569
+690
34
$1.01M 0.7%
6,711
+1,230
35
$998K 0.69%
9,073
+300
36
$931K 0.65%
8,740
-720
37
$921K 0.64%
12,528
+384
38
$921K 0.64%
10,228
-490
39
$917K 0.64%
7,773
+50
40
$909K 0.63%
15,406
-6,869
41
$863K 0.6%
88,387
+7,721
42
$834K 0.58%
14,462
+1,553
43
$825K 0.57%
20,392
+174
44
$807K 0.56%
20,743
-4,481
45
$807K 0.56%
5,158
+100
46
$805K 0.56%
16,548
+582
47
$736K 0.51%
15,402
+3,400
48
$731K 0.51%
9,598
-123
49
$713K 0.5%
39,860
-32,115
50
$708K 0.49%
+26,454
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