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
$228M
AUM Growth
+$33.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
150
New
Increased
Reduced
Closed

Top Buys

1
+$1.66M
2
+$1.08M
3
+$636K
4
ARKG icon
ARK Genomic Revolution ETF
ARKG
+$633K
5
PRN icon
Invesco Dorsey Wright Industrials Momentum ETF
PRN
+$598K

Top Sells

1
+$1.01M
2
+$609K
3
+$410K
4
IYW icon
iShares US Technology ETF
IYW
+$288K
5
WFC.PRL icon
Wells Fargo 7.5% Non Cumv Perp Conv
WFC.PRL
+$227K

Sector Composition

1 Financials 5.91%
2 Consumer Discretionary 5.27%
3 Technology 5.27%
4 Communication Services 4.76%
5 Healthcare 2.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$614K 0.27%
40,500
-1,644
77
$598K 0.26%
+6,438
78
$596K 0.26%
1,670
+4
79
$582K 0.25%
36,588
80
$573K 0.25%
1,284
-71
81
$552K 0.24%
6,300
-880
82
$527K 0.23%
17,570
+2,141
83
$522K 0.23%
8,881
-27
84
$490K 0.21%
2,202
+9
85
$484K 0.21%
10,906
+30
86
$482K 0.21%
3,061
-59
87
$454K 0.2%
4,285
+150
88
$451K 0.2%
4,904
89
$442K 0.19%
20,329
-98
90
$434K 0.19%
1,237
-5
91
$427K 0.19%
11,898
+3,043
92
$426K 0.19%
+6,856
93
$416K 0.18%
4,026
-535
94
$414K 0.18%
2,104
-1
95
$414K 0.18%
11,241
+330
96
$401K 0.18%
+4,865
97
$389K 0.17%
4,104
-200
98
$387K 0.17%
1,028
-29
99
$377K 0.17%
+7,582
100
$369K 0.16%
1,389
+6
2 3
4
5 6