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
$176M
AUM Growth
+$32.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
124
New
Increased
Reduced
Closed

Top Buys

1
+$2.13M
2
+$993K
3
+$649K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$618K
5
IGM icon
iShares Expanded Tech Sector ETF
IGM
+$600K

Top Sells

1
+$1.82M
2
+$749K
3
+$321K
4
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$318K
5
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$314K

Sector Composition

1 Financials 6.16%
2 Consumer Discretionary 5.41%
3 Communication Services 5.11%
4 Technology 4.86%
5 Healthcare 2.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$807K 0.46%
4,180
-188
52
$765K 0.43%
11,358
-199
53
$714K 0.4%
41,367
-219
54
$690K 0.39%
20,313
+900
55
$682K 0.39%
4,159
-959
56
$670K 0.38%
6,414
+57
57
$650K 0.37%
8,111
58
$622K 0.35%
11,364
+408
59
$614K 0.35%
6,713
-642
60
$596K 0.34%
3,229
-19
61
$589K 0.33%
9,061
-150
62
$578K 0.33%
16,672
+1,230
63
$548K 0.31%
36,588
64
$545K 0.31%
9,904
+621
65
$535K 0.3%
2
66
$520K 0.29%
42,492
+12
67
$519K 0.29%
1,574
-5
68
$511K 0.29%
7,095
+255
69
$498K 0.28%
9,026
+152
70
$494K 0.28%
1,670
+2
71
$477K 0.27%
23,187
72
$469K 0.27%
1,405
-81
73
$462K 0.26%
6,520
-500
74
$452K 0.26%
3,216
-66
75
$448K 0.25%
19,603
+1,823
1 2
3
4 5