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
$144M
AUM Growth
-$10.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
141
New
Increased
Reduced
Closed

Top Buys

1
+$5.24M
2
+$2.82M
3
+$2.46M
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$2.35M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$1.54M

Top Sells

1
+$1.59M
2
+$1.23M
3
+$1.06M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$583K
5
PRFZ icon
Invesco FTSE RAFI US 1500 Small-Mid ETF
PRFZ
+$574K

Sector Composition

1 Financials 7.37%
2 Communication Services 5.19%
3 Consumer Discretionary 4.85%
4 Technology 4.06%
5 Healthcare 2.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$387K 0.27%
1,579
-89
77
$376K 0.26%
21,613
78
$360K 0.25%
3,728
+681
79
$320K 0.22%
1,282
+234
80
$319K 0.22%
3,995
-570
81
$318K 0.22%
+10,281
82
$316K 0.22%
1,753
+143
83
$314K 0.22%
15,098
-59,235
84
$306K 0.21%
1,073
+327
85
$279K 0.19%
4,969
+137
86
$276K 0.19%
7,114
-2,746
87
$273K 0.19%
10,576
+1,146
88
$260K 0.18%
2,704
89
$258K 0.18%
4,347
+302
90
$258K 0.18%
+3,457
91
$257K 0.18%
+18,806
92
$253K 0.18%
7,575
+825
93
$243K 0.17%
1,977
+186
94
$239K 0.17%
+2,993
95
$239K 0.17%
4,180
-5,475
96
$239K 0.17%
+6,840
97
$238K 0.17%
1,273
+112
98
$235K 0.16%
+1,161
99
$233K 0.16%
3,334
+220
100
$228K 0.16%
5,524
2 3
4
5 6