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
$268M
AUM Growth
-$7.07M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
173
New
Increased
Reduced
Closed

Top Buys

1
+$984K
2
+$636K
3
+$595K
4
MMIT icon
IQ MacKay Municipal Intermediate ETF
MMIT
+$424K
5
TDIV icon
First Trust NASDAQ Technology Dividend Index Fund
TDIV
+$313K

Top Sells

1
+$1.07M
2
+$697K
3
+$624K
4
IGM icon
iShares Expanded Tech Sector ETF
IGM
+$480K
5
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$415K

Sector Composition

1 Financials 5.84%
2 Consumer Discretionary 5.13%
3 Technology 4.86%
4 Communication Services 4.78%
5 Healthcare 2.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.39M 0.89%
39,236
-2,383
27
$2.31M 0.86%
14,096
+515
28
$2.3M 0.86%
54,863
-8,976
29
$2.29M 0.86%
8,139
-208
30
$2.28M 0.85%
30,522
-3,143
31
$2.18M 0.82%
32,255
-1,153
32
$2.09M 0.78%
22,273
-483
33
$2.05M 0.76%
56,115
-2,255
34
$2.04M 0.76%
14,041
-1,549
35
$1.94M 0.72%
69,450
+6,298
36
$1.93M 0.72%
7,467
-228
37
$1.75M 0.66%
15,767
-517
38
$1.75M 0.65%
6,392
-210
39
$1.75M 0.65%
10,684
+61
40
$1.67M 0.62%
3,464
+50
41
$1.47M 0.55%
11,534
42
$1.43M 0.53%
12,461
+356
43
$1.42M 0.53%
10,157
+123
44
$1.42M 0.53%
11,102
+352
45
$1.39M 0.52%
15,590
+252
46
$1.28M 0.48%
62,327
-9,066
47
$1.25M 0.47%
7,128
-464
48
$1.2M 0.45%
20,120
-926
49
$1.17M 0.44%
19,941
-349
50
$1.13M 0.42%
3,936
+32
1
2
3 4 5