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
$195M
AUM Growth
+$18.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
135
New
Increased
Reduced
Closed

Top Buys

1
+$2.12M
2
+$1.3M
3
+$551K
4
ARKG icon
ARK Genomic Revolution ETF
ARKG
+$395K
5
ARKW icon
ARK Web x.0 ETF
ARKW
+$338K

Top Sells

1
+$563K
2
+$519K
3
+$450K
4
OC icon
Owens Corning
OC
+$397K
5
NOBL icon
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
+$318K

Sector Composition

1 Financials 6.3%
2 Technology 5.55%
3 Consumer Discretionary 5.52%
4 Communication Services 4.85%
5 Healthcare 2.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$483K 0.25%
1,355
-50
77
$473K 0.24%
5,359
+2,482
78
$465K 0.24%
3,120
-96
79
$447K 0.23%
4,561
+1
80
$440K 0.23%
20,427
+824
81
$439K 0.23%
15,429
-385
82
$424K 0.22%
3,413
-72
83
$402K 0.21%
2,105
-63
84
$395K 0.2%
+6,195
85
$387K 0.2%
1,242
-26
86
$384K 0.2%
1,383
+51
87
$382K 0.2%
4,135
+200
88
$380K 0.19%
10,911
+630
89
$378K 0.19%
10,876
+300
90
$375K 0.19%
1,057
-2
91
$360K 0.18%
1,418
+153
92
$348K 0.18%
964
-610
93
$344K 0.18%
4,904
-137
94
$341K 0.17%
4,304
-942
95
$339K 0.17%
25,040
-2,600
96
$338K 0.17%
+3,113
97
$327K 0.17%
18,113
98
$325K 0.17%
+7,529
99
$319K 0.16%
5,524
-60
100
$313K 0.16%
+8,855
2 3
4
5 6