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
$176M
AUM Growth
+$32.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
124
New
Increased
Reduced
Closed

Top Buys

1
+$2.13M
2
+$993K
3
+$649K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$618K
5
IGM icon
iShares Expanded Tech Sector ETF
IGM
+$600K

Top Sells

1
+$1.82M
2
+$749K
3
+$321K
4
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$318K
5
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$314K

Sector Composition

1 Financials 6.16%
2 Consumer Discretionary 5.41%
3 Communication Services 5.11%
4 Technology 4.86%
5 Healthcare 2.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$436K 0.25%
15,814
+439
77
$432K 0.24%
5,246
-1,796
78
$417K 0.24%
+4,560
79
$397K 0.22%
7,114
80
$389K 0.22%
3,485
-243
81
$374K 0.21%
1,268
-14
82
$359K 0.2%
3,935
-60
83
$349K 0.2%
10,576
84
$344K 0.19%
5,041
+72
85
$341K 0.19%
+14,302
86
$340K 0.19%
2,168
+191
87
$334K 0.19%
1,332
+59
88
$326K 0.18%
18,113
-3,500
89
$321K 0.18%
1,059
-14
90
$319K 0.18%
10,281
91
$303K 0.17%
4,368
+188
92
$303K 0.17%
+5,170
93
$298K 0.17%
1,265
+104
94
$293K 0.17%
2,704
95
$293K 0.17%
1,726
-27
96
$292K 0.17%
7,575
97
$290K 0.16%
5,584
+60
98
$279K 0.16%
4,293
-54
99
$273K 0.15%
3,549
+92
100
$272K 0.15%
3,413
+420
1 2 3
4
5