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
$302M
AUM Growth
+$5.21M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
202
New
Increased
Reduced
Closed

Top Buys

1
+$813K
2
+$616K
3
+$551K
4
VBF icon
Invesco Bond Fund
VBF
+$478K
5
HYD icon
VanEck High Yield Muni ETF
HYD
+$387K

Top Sells

1
+$1.23M
2
+$903K
3
+$581K
4
VICI icon
VICI Properties
VICI
+$578K
5
AAPL icon
Apple
AAPL
+$552K

Sector Composition

1 Technology 8.37%
2 Financials 6.92%
3 Consumer Discretionary 4.32%
4 Communication Services 3.46%
5 Healthcare 3.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.27M 0.42%
10,313
-99
52
$1.22M 0.4%
2
53
$1.2M 0.39%
68,948
-6,290
54
$1.16M 0.38%
44,655
55
$1.13M 0.37%
12,554
+70
56
$1.07M 0.35%
24,285
+287
57
$1.06M 0.35%
66,351
+29,791
58
$1.06M 0.35%
10,699
-2,362
59
$1.06M 0.35%
15,690
-2,300
60
$997K 0.33%
3,799
-56
61
$990K 0.33%
11,786
-212
62
$946K 0.31%
3,909
-533
63
$893K 0.29%
6,255
+695
64
$884K 0.29%
7,100
65
$864K 0.28%
11,740
-438
66
$833K 0.27%
14,766
+352
67
$813K 0.27%
+10,385
68
$813K 0.27%
1,626
+302
69
$803K 0.26%
8,261
70
$800K 0.26%
35,823
+1,369
71
$789K 0.26%
9,108
+1,038
72
$786K 0.26%
9,590
+3,330
73
$785K 0.26%
4,758
+8
74
$760K 0.25%
2,983
-27
75
$758K 0.25%
10,893
+475
1 2
3
4 5