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
$348M
AUM Growth
+$46.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
214
New
Increased
Reduced
Closed

Top Buys

1
+$2.76M
2
+$1.98M
3
+$1.88M
4
LLY icon
Eli Lilly
LLY
+$1.66M
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$1.26M

Top Sells

1
+$786K
2
+$213K
3
+$207K
4
QCOM icon
Qualcomm
QCOM
+$204K
5
SMB icon
VanEck Short Muni ETF
SMB
+$191K

Sector Composition

1 Technology 8.1%
2 Financials 7.65%
3 Consumer Discretionary 4%
4 Healthcare 3.48%
5 Communication Services 3.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.49M 0.43%
82,487
+13,539
52
$1.47M 0.42%
18,734
+200
53
$1.39M 0.4%
8,375
+1,365
54
$1.38M 0.39%
2
55
$1.34M 0.38%
16,110
-498
56
$1.3M 0.37%
46,305
+1,650
57
$1.29M 0.37%
10,313
58
$1.22M 0.35%
4,437
+638
59
$1.2M 0.34%
24,105
-180
60
$1.15M 0.33%
60,016
+20,137
61
$1.14M 0.32%
1,942
+576
62
$1.13M 0.32%
10,713
+14
63
$1.09M 0.31%
15,360
-330
64
$1.07M 0.31%
11,785
-1
65
$1.03M 0.29%
3,910
+1
66
$1.02M 0.29%
41,826
+6,003
67
$918K 0.26%
15,507
+741
68
$912K 0.26%
2,996
+13
69
$909K 0.26%
7,100
70
$901K 0.26%
10,772
+387
71
$898K 0.26%
1,703
+77
72
$895K 0.26%
9,819
+1,115
73
$875K 0.25%
42,922
+5,397
74
$868K 0.25%
7,616
+1,427
75
$857K 0.24%
16,816
+7,015
1 2
3
4 5