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
$176M
AUM Growth
+$32.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
124
New
Increased
Reduced
Closed

Top Buys

1
+$2.13M
2
+$993K
3
+$649K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$618K
5
IGM icon
iShares Expanded Tech Sector ETF
IGM
+$600K

Top Sells

1
+$1.82M
2
+$749K
3
+$321K
4
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$318K
5
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$314K

Sector Composition

1 Financials 6.16%
2 Consumer Discretionary 5.41%
3 Communication Services 5.11%
4 Technology 4.86%
5 Healthcare 2.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.75M 0.99%
8,582
+316
27
$1.74M 0.98%
23,540
+1,433
28
$1.66M 0.94%
9,934
+1,130
29
$1.59M 0.9%
19,902
+88
30
$1.4M 0.8%
28,624
-5,153
31
$1.39M 0.78%
7,216
+505
32
$1.34M 0.76%
43,277
+16,823
33
$1.2M 0.68%
65,139
-4,972
34
$1.2M 0.68%
3,689
-988
35
$1.16M 0.66%
11,619
+50
36
$1.15M 0.65%
8,744
+4
37
$1.15M 0.65%
4,886
-272
38
$1.11M 0.63%
9,279
+206
39
$1.01M 0.58%
16,886
+338
40
$988K 0.56%
8,035
+262
41
$986K 0.56%
12,211
-317
42
$983K 0.56%
10,449
+221
43
$963K 0.55%
9,805
+207
44
$942K 0.53%
20,282
-110
45
$919K 0.52%
20,198
-545
46
$910K 0.52%
13,504
-958
47
$895K 0.51%
40,045
+185
48
$893K 0.51%
12,996
-2,410
49
$888K 0.5%
87,030
-1,357
50
$845K 0.48%
16,339
+937
1
2
3 4 5