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
$302M
AUM Growth
+$5.21M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
202
New
Increased
Reduced
Closed

Top Buys

1
+$813K
2
+$616K
3
+$551K
4
VBF icon
Invesco Bond Fund
VBF
+$478K
5
HYD icon
VanEck High Yield Muni ETF
HYD
+$387K

Top Sells

1
+$1.23M
2
+$903K
3
+$581K
4
VICI icon
VICI Properties
VICI
+$578K
5
AAPL icon
Apple
AAPL
+$552K

Sector Composition

1 Technology 8.37%
2 Financials 6.92%
3 Consumer Discretionary 4.32%
4 Communication Services 3.46%
5 Healthcare 3.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$747K 0.25%
39,879
-959
77
$719K 0.24%
7,887
+1,210
78
$711K 0.23%
37,525
+1,012
79
$710K 0.23%
8,704
+521
80
$696K 0.23%
1,366
-132
81
$683K 0.22%
804
-43
82
$676K 0.22%
6,340
-333
83
$676K 0.22%
1,532
-34
84
$665K 0.22%
11,069
85
$665K 0.22%
5,914
-219
86
$643K 0.21%
6,189
-88
87
$569K 0.19%
13,832
+712
88
$562K 0.19%
3,500
-80
89
$561K 0.18%
9,906
+150
90
$552K 0.18%
6,796
-1,000
91
$551K 0.18%
+47,632
92
$550K 0.18%
5,619
-3
93
$532K 0.18%
4,030
+935
94
$532K 0.18%
2,351
-1,000
95
$523K 0.17%
4,115
-60
96
$520K 0.17%
26,400
97
$516K 0.17%
4,962
+667
98
$507K 0.17%
5,484
99
$497K 0.16%
9,801
+66
100
$482K 0.16%
39,265
+10,200
2 3
4
5 6