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
$195M
AUM Growth
+$18.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
135
New
Increased
Reduced
Closed

Top Buys

1
+$2.12M
2
+$1.3M
3
+$551K
4
ARKG icon
ARK Genomic Revolution ETF
ARKG
+$395K
5
ARKW icon
ARK Web x.0 ETF
ARKW
+$338K

Top Sells

1
+$563K
2
+$519K
3
+$450K
4
OC icon
Owens Corning
OC
+$397K
5
NOBL icon
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
+$318K

Sector Composition

1 Financials 6.3%
2 Technology 5.55%
3 Consumer Discretionary 5.52%
4 Communication Services 4.85%
5 Healthcare 2.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.03M 1.04%
7,743
-206
27
$1.84M 0.95%
8,771
+189
28
$1.84M 0.95%
10,412
+478
29
$1.8M 0.92%
23,874
+334
30
$1.63M 0.83%
29,867
+1,243
31
$1.57M 0.81%
46,662
+3,385
32
$1.49M 0.76%
6,846
-370
33
$1.46M 0.75%
16,910
-2,992
34
$1.29M 0.66%
9,295
+16
35
$1.22M 0.63%
11,574
-45
36
$1.21M 0.62%
63,276
-1,863
37
$1.17M 0.6%
3,464
-225
38
$1.17M 0.6%
4,161
-725
39
$1.14M 0.59%
7,745
-999
40
$1.07M 0.55%
17,038
+152
41
$1.04M 0.53%
8,210
+175
42
$1M 0.51%
10,384
-65
43
$996K 0.51%
12,941
-55
44
$985K 0.51%
20,298
+16
45
$971K 0.5%
19,580
-618
46
$929K 0.48%
87,126
+96
47
$915K 0.47%
16,509
+170
48
$910K 0.47%
38,845
-1,200
49
$874K 0.45%
10,720
-1,491
50
$868K 0.45%
9,908
+103
1
2
3 4 5