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
$302M
AUM Growth
+$5.21M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
202
New
Increased
Reduced
Closed

Top Buys

1
+$813K
2
+$616K
3
+$551K
4
VBF icon
Invesco Bond Fund
VBF
+$478K
5
HYD icon
VanEck High Yield Muni ETF
HYD
+$387K

Top Sells

1
+$1.23M
2
+$903K
3
+$581K
4
VICI icon
VICI Properties
VICI
+$578K
5
AAPL icon
Apple
AAPL
+$552K

Sector Composition

1 Technology 8.37%
2 Financials 6.92%
3 Consumer Discretionary 4.32%
4 Communication Services 3.46%
5 Healthcare 3.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.61M 0.86%
68,485
+2,213
27
$2.36M 0.78%
12,983
-316
28
$2.25M 0.74%
23,380
+207
29
$2.24M 0.74%
6,156
-52
30
$2.24M 0.74%
4,186
+185
31
$2.14M 0.7%
21,467
-64
32
$2.1M 0.69%
32,336
-1,754
33
$2.1M 0.69%
10,375
-1,088
34
$2.09M 0.69%
68,121
-1,635
35
$2.02M 0.66%
17,459
+2,085
36
$1.96M 0.64%
40,804
+2,657
37
$1.94M 0.64%
11,284
-243
38
$1.85M 0.61%
12,717
-17
39
$1.82M 0.6%
15,081
+648
40
$1.75M 0.58%
3,471
-220
41
$1.68M 0.55%
8,087
-20
42
$1.67M 0.55%
4,267
-112
43
$1.48M 0.49%
12,813
+151
44
$1.38M 0.45%
8,361
-485
45
$1.35M 0.44%
18,534
-887
46
$1.35M 0.44%
36,384
+4,907
47
$1.32M 0.43%
6,663
-2,937
48
$1.3M 0.43%
16,608
-285
49
$1.29M 0.42%
18,859
+2,593
50
$1.28M 0.42%
7,010
-116
1
2
3 4 5