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
$176M
AUM Growth
+$32.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
124
New
Increased
Reduced
Closed

Top Buys

1
+$2.13M
2
+$993K
3
+$649K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$618K
5
IGM icon
iShares Expanded Tech Sector ETF
IGM
+$600K

Top Sells

1
+$1.82M
2
+$749K
3
+$321K
4
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$318K
5
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$314K

Sector Composition

1 Financials 6.16%
2 Consumer Discretionary 5.41%
3 Communication Services 5.11%
4 Technology 4.86%
5 Healthcare 2.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$270K 0.15%
19,046
+240
102
$263K 0.15%
+5,200
103
$263K 0.15%
+27,640
104
$256K 0.15%
2,944
105
$253K 0.14%
1,446
-11
106
$246K 0.14%
3,134
-200
107
$240K 0.14%
21,931
-943
108
$233K 0.13%
+600
109
$231K 0.13%
634
-2
110
$231K 0.13%
15,365
111
$224K 0.13%
2,764
-40
112
$219K 0.12%
169
113
$212K 0.12%
34,000
114
$208K 0.12%
1,645
-177
115
$206K 0.12%
13,151
-1,000
116
$204K 0.12%
1,813
-394
117
$202K 0.11%
+2,877
118
$201K 0.11%
+1,888
119
– –
-4,400
120
– –
-1,130
121
– –
-23,410
122
– –
-12,245
123
– –
-11,535
124
– –
-15,098
1 2 3 4
5