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
$268M
AUM Growth
-$7.07M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
173
New
Increased
Reduced
Closed

Top Buys

1
+$984K
2
+$636K
3
+$595K
4
MMIT icon
IQ MacKay Municipal Intermediate ETF
MMIT
+$424K
5
TDIV icon
First Trust NASDAQ Technology Dividend Index Fund
TDIV
+$313K

Top Sells

1
+$1.07M
2
+$697K
3
+$624K
4
IGM icon
iShares Expanded Tech Sector ETF
IGM
+$480K
5
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$415K

Sector Composition

1 Financials 5.84%
2 Consumer Discretionary 5.13%
3 Technology 4.86%
4 Communication Services 4.78%
5 Healthcare 2.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$729K 0.27%
4,846
-271
77
$727K 0.27%
8,041
+10
78
$716K 0.27%
10,574
-1,994
79
$659K 0.25%
3,894
+49
80
$647K 0.24%
13,284
+2,408
81
$644K 0.24%
17,161
-2,272
82
$638K 0.24%
36,888
-30
83
$637K 0.24%
8,981
-3,103
84
$636K 0.24%
+7,798
85
$622K 0.23%
1,023
86
$600K 0.22%
6,480
+3,019
87
$600K 0.22%
15,414
+3,951
88
$595K 0.22%
+21,942
89
$591K 0.22%
37,838
+500
90
$579K 0.22%
27,930
+1,090
91
$577K 0.22%
2,129
-113
92
$572K 0.21%
7,654
-2,428
93
$556K 0.21%
1,599
-33
94
$544K 0.2%
11,020
-3,765
95
$514K 0.19%
4,710
96
$505K 0.19%
4,624
-1,322
97
$500K 0.19%
3,094
+9
98
$498K 0.19%
1,275
+3
99
$497K 0.19%
4,225
+180
100
$495K 0.18%
1,835
-128
2 3
4
5 6