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
$228M
AUM Growth
+$33.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
150
New
Increased
Reduced
Closed

Top Buys

1
+$1.66M
2
+$1.08M
3
+$636K
4
ARKG icon
ARK Genomic Revolution ETF
ARKG
+$633K
5
PRN icon
Invesco Dorsey Wright Industrials Momentum ETF
PRN
+$598K

Top Sells

1
+$1.01M
2
+$609K
3
+$410K
4
IYW icon
iShares US Technology ETF
IYW
+$288K
5
WFC.PRL icon
Wells Fargo 7.5% Non Cumv Perp Conv
WFC.PRL
+$227K

Sector Composition

1 Financials 5.91%
2 Consumer Discretionary 5.27%
3 Technology 5.27%
4 Communication Services 4.76%
5 Healthcare 2.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.05M 0.46%
10,913
+193
52
$1.01M 0.44%
7,897
+3,547
53
$983K 0.43%
16,859
+350
54
$979K 0.43%
88,229
+1,103
55
$961K 0.42%
10,958
56
$955K 0.42%
44,682
+2,946
57
$903K 0.4%
4,127
-53
58
$851K 0.37%
4,114
+54
59
$822K 0.36%
6,322
+4
60
$810K 0.35%
22,345
+1,150
61
$794K 0.35%
8,031
62
$780K 0.34%
11,067
+3
63
$780K 0.34%
9,001
-60
64
$738K 0.32%
19,159
+2,487
65
$718K 0.31%
6,558
66
$718K 0.31%
8,990
-102
67
$714K 0.31%
21,546
+1,410
68
$708K 0.31%
3,906
+493
69
$705K 0.31%
6,165
+806
70
$696K 0.3%
2
71
$688K 0.3%
3,204
-25
72
$682K 0.3%
13,560
+6,031
73
$663K 0.29%
11,689
+1,133
74
$651K 0.29%
23,187
75
$625K 0.27%
4,269
+1,156
1 2
3
4 5