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
$348M
AUM Growth
+$46.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
214
New
Increased
Reduced
Closed

Top Buys

1
+$2.76M
2
+$1.98M
3
+$1.88M
4
LLY icon
Eli Lilly
LLY
+$1.66M
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$1.26M

Top Sells

1
+$786K
2
+$213K
3
+$207K
4
QCOM icon
Qualcomm
QCOM
+$204K
5
SMB icon
VanEck Short Muni ETF
SMB
+$191K

Sector Composition

1 Technology 8.1%
2 Financials 7.65%
3 Consumer Discretionary 4%
4 Healthcare 3.48%
5 Communication Services 3.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$849K 0.24%
10,386
-1,354
77
$841K 0.24%
7,343
+2,381
78
$839K 0.24%
8,241
-20
79
$807K 0.23%
6,780
+525
80
$787K 0.22%
11,157
+264
81
$783K 0.22%
4,607
-151
82
$776K 0.22%
6,639
+299
83
$735K 0.21%
11,175
+106
84
$732K 0.21%
32,235
+11,060
85
$723K 0.21%
55,235
+7,603
86
$723K 0.21%
13,620
+6,130
87
$718K 0.21%
5,965
+51
88
$714K 0.2%
7,367
-1,741
89
$699K 0.2%
7,957
+70
90
$688K 0.2%
14,720
+6,370
91
$660K 0.19%
744
-60
92
$656K 0.19%
3,801
+301
93
$633K 0.18%
4,230
+200
94
$632K 0.18%
13,947
+115
95
$621K 0.18%
10,046
+140
96
$595K 0.17%
1,469
+503
97
$595K 0.17%
4,190
+75
98
$580K 0.17%
5,619
99
$556K 0.16%
17,299
+5,388
100
$554K 0.16%
25,860
+11,050
2 3
4
5 6