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
$195M
AUM Growth
+$18.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
135
New
Increased
Reduced
Closed

Top Buys

1
+$2.12M
2
+$1.3M
3
+$551K
4
ARKG icon
ARK Genomic Revolution ETF
ARKG
+$395K
5
ARKW icon
ARK Web x.0 ETF
ARKW
+$338K

Top Sells

1
+$563K
2
+$519K
3
+$450K
4
OC icon
Owens Corning
OC
+$397K
5
NOBL icon
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
+$318K

Sector Composition

1 Financials 6.3%
2 Technology 5.55%
3 Consumer Discretionary 5.52%
4 Communication Services 4.85%
5 Healthcare 2.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$857K 0.44%
5,994
-1,101
52
$838K 0.43%
10,958
-400
53
$836K 0.43%
4,180
54
$769K 0.39%
41,736
+369
55
$763K 0.39%
21,195
+882
56
$760K 0.39%
8,031
-80
57
$737K 0.38%
6,318
-96
58
$716K 0.37%
4,060
-99
59
$714K 0.37%
6,558
-155
60
$709K 0.36%
3,229
61
$692K 0.36%
11,064
-300
62
$688K 0.35%
9,061
63
$656K 0.34%
9,092
-4,412
64
$640K 0.33%
2
65
$608K 0.31%
16,672
66
$587K 0.3%
10,556
+652
67
$576K 0.3%
23,187
68
$563K 0.29%
1,666
-4
69
$561K 0.29%
20,136
+5,834
70
$559K 0.29%
42,144
-348
71
$551K 0.28%
+2,193
72
$548K 0.28%
36,588
73
$530K 0.27%
8,908
-118
74
$526K 0.27%
7,180
+660
75
$489K 0.25%
4,350
+1,646
1 2
3
4 5