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
$348M
AUM Growth
+$46.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
214
New
Increased
Reduced
Closed

Top Buys

1
+$2.76M
2
+$1.98M
3
+$1.88M
4
LLY icon
Eli Lilly
LLY
+$1.66M
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$1.26M

Top Sells

1
+$786K
2
+$213K
3
+$207K
4
QCOM icon
Qualcomm
QCOM
+$204K
5
SMB icon
VanEck Short Muni ETF
SMB
+$191K

Sector Composition

1 Technology 8.1%
2 Financials 7.65%
3 Consumer Discretionary 4%
4 Healthcare 3.48%
5 Communication Services 3.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.94M 0.84%
13,874
-167
27
$2.73M 0.78%
5,532
+4,000
28
$2.65M 0.76%
20,837
+3,378
29
$2.61M 0.75%
24,469
+1,089
30
$2.54M 0.72%
12,862
-121
31
$2.42M 0.69%
4,255
+69
32
$2.42M 0.69%
21,763
+296
33
$2.42M 0.69%
12,256
+972
34
$2.38M 0.68%
33,191
+855
35
$2.32M 0.66%
11,007
+632
36
$2.3M 0.66%
4,023
+552
37
$2.3M 0.66%
6,122
-34
38
$2.17M 0.62%
67,153
-968
39
$2.09M 0.6%
8,243
+156
40
$2.08M 0.59%
44,174
+3,370
41
$2.07M 0.59%
15,360
+279
42
$1.91M 0.55%
12,429
-288
43
$1.85M 0.53%
44,958
+8,574
44
$1.81M 0.52%
4,282
+15
45
$1.74M 0.5%
6,647
-16
46
$1.68M 0.48%
22,529
+3,670
47
$1.67M 0.48%
14,209
+1,396
48
$1.59M 0.46%
93,758
+27,407
49
$1.53M 0.44%
12,859
+305
50
$1.53M 0.44%
8,821
+460
1
2
3 4 5