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
$228M
AUM Growth
+$33.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
150
New
Increased
Reduced
Closed

Top Buys

1
+$1.66M
2
+$1.08M
3
+$636K
4
ARKG icon
ARK Genomic Revolution ETF
ARKG
+$633K
5
PRN icon
Invesco Dorsey Wright Industrials Momentum ETF
PRN
+$598K

Top Sells

1
+$1.01M
2
+$609K
3
+$410K
4
IYW icon
iShares US Technology ETF
IYW
+$288K
5
WFC.PRL icon
Wells Fargo 7.5% Non Cumv Perp Conv
WFC.PRL
+$227K

Sector Composition

1 Financials 5.91%
2 Consumer Discretionary 5.27%
3 Technology 5.27%
4 Communication Services 4.76%
5 Healthcare 2.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.14M 0.94%
11,993
+1,581
27
$2.1M 0.92%
7,706
-37
28
$2.09M 0.92%
55,926
+9,264
29
$2.05M 0.9%
30,834
+967
30
$1.97M 0.86%
23,481
-393
31
$1.96M 0.86%
8,790
+19
32
$1.78M 0.78%
20,127
+7,186
33
$1.65M 0.72%
16,332
-578
34
$1.62M 0.71%
6,722
-124
35
$1.43M 0.63%
3,414
-50
36
$1.42M 0.62%
6,027
+33
37
$1.33M 0.58%
10,467
+83
38
$1.32M 0.58%
16,968
-70
39
$1.31M 0.57%
11,574
40
$1.31M 0.57%
64,889
+1,613
41
$1.3M 0.57%
9,340
+45
42
$1.28M 0.56%
7,922
+177
43
$1.26M 0.55%
41,830
+2,985
44
$1.21M 0.53%
12,989
+6,794
45
$1.14M 0.5%
8,890
+680
46
$1.12M 0.49%
4,114
-47
47
$1.11M 0.49%
20,536
+956
48
$1.09M 0.48%
20,318
+20
49
$1.08M 0.47%
+24,056
50
$1.06M 0.46%
9,912
+4
1
2
3 4 5