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
$268M
AUM Growth
-$7.07M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
173
New
Increased
Reduced
Closed

Top Buys

1
+$984K
2
+$636K
3
+$595K
4
MMIT icon
IQ MacKay Municipal Intermediate ETF
MMIT
+$424K
5
TDIV icon
First Trust NASDAQ Technology Dividend Index Fund
TDIV
+$313K

Top Sells

1
+$1.07M
2
+$697K
3
+$624K
4
IGM icon
iShares Expanded Tech Sector ETF
IGM
+$480K
5
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$415K

Sector Composition

1 Financials 5.84%
2 Consumer Discretionary 5.13%
3 Technology 4.86%
4 Communication Services 4.78%
5 Healthcare 2.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.08M 0.4%
29,541
+282
52
$1.08M 0.4%
43,515
-4,428
53
$1.07M 0.4%
9,909
+44
54
$1.04M 0.39%
92,076
+1,119
55
$991K 0.37%
20,817
-2,000
56
$968K 0.36%
20,385
-2,846
57
$926K 0.35%
9,324
-1,062
58
$922K 0.34%
3,894
+26
59
$908K 0.34%
4,077
+83
60
$904K 0.34%
15,838
-238
61
$900K 0.34%
10,060
-179
62
$885K 0.33%
14,759
-550
63
$877K 0.33%
6,560
+260
64
$859K 0.32%
28,057
+427
65
$823K 0.31%
2
66
$823K 0.31%
9,296
+20
67
$820K 0.31%
10,607
-529
68
$792K 0.3%
13,953
+1,363
69
$787K 0.29%
6,659
+71
70
$783K 0.29%
5,244
-385
71
$780K 0.29%
5,619
-1,427
72
$773K 0.29%
3,204
73
$770K 0.29%
8,611
-50
74
$747K 0.28%
22,344
75
$738K 0.28%
7,692
-819
1 2
3
4 5