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
$144M
AUM Growth
-$10.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
141
New
Increased
Reduced
Closed

Top Buys

1
+$5.24M
2
+$2.82M
3
+$2.46M
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$2.35M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$1.54M

Top Sells

1
+$1.59M
2
+$1.23M
3
+$1.06M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$583K
5
PRFZ icon
Invesco FTSE RAFI US 1500 Small-Mid ETF
PRFZ
+$574K

Sector Composition

1 Financials 7.37%
2 Communication Services 5.19%
3 Consumer Discretionary 4.85%
4 Technology 4.06%
5 Healthcare 2.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$704K 0.49%
4,368
-253
52
$674K 0.47%
5,118
-46
53
$624K 0.43%
11,557
+13
54
$624K 0.43%
+41,586
55
$599K 0.42%
8,111
56
$585K 0.41%
19,413
+3,800
57
$580K 0.4%
7,355
+76
58
$544K 0.38%
2
59
$537K 0.37%
3,248
+85
60
$520K 0.36%
36,588
61
$518K 0.36%
9,211
+2,291
62
$511K 0.35%
6,357
+265
63
$506K 0.35%
7,042
-804
64
$502K 0.35%
9,283
+2,441
65
$492K 0.34%
15,442
+2,121
66
$485K 0.34%
10,956
+5,060
67
$477K 0.33%
8,874
+721
68
$449K 0.31%
23,187
69
$430K 0.3%
3,282
+475
70
$429K 0.3%
1,486
71
$428K 0.3%
42,480
+12
72
$408K 0.28%
7,020
-80
73
$404K 0.28%
+15,375
74
$403K 0.28%
1,668
+308
75
$391K 0.27%
17,780
+1,102
1 2
3
4 5