WCM

WealthBridge Capital Management Portfolio holdings

AUM $394M
1-Year Est. Return 17.03%
This Quarter Est. Return
1 Year Est. Return
+17.03%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$195M
AUM Growth
+$18.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
135
New
Increased
Reduced
Closed

Top Buys

1
+$2.12M
2
+$1.3M
3
+$551K
4
ARKG icon
ARK Genomic Revolution ETF
ARKG
+$395K
5
ARKW icon
ARK Web x.0 ETF
ARKW
+$338K

Top Sells

1
+$563K
2
+$519K
3
+$450K
4
OC icon
Owens Corning
OC
+$397K
5
NOBL icon
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
+$318K

Sector Composition

1 Financials 6.3%
2 Technology 5.55%
3 Consumer Discretionary 5.52%
4 Communication Services 4.85%
5 Healthcare 2.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$308K 0.16%
4,080
-288
102
$286K 0.15%
7,075
-500
103
$274K 0.14%
19,091
+45
104
$273K 0.14%
3,335
-78
105
$270K 0.14%
2,952
+8
106
$260K 0.13%
1,346
-100
107
$255K 0.13%
+10,694
108
$247K 0.13%
22,265
+334
109
$246K 0.13%
15,365
110
$243K 0.12%
634
111
$240K 0.12%
4,106
-187
112
$230K 0.12%
1,545
-100
113
$228K 0.12%
577
-23
114
$227K 0.12%
169
115
$226K 0.12%
+736
116
$224K 0.11%
1,899
+86
117
$224K 0.11%
+15,612
118
$223K 0.11%
3,530
-19
119
$223K 0.11%
2,771
+7
120
$219K 0.11%
34,000
121
$216K 0.11%
13,151
122
$211K 0.11%
+375
123
$211K 0.11%
+999
124
$205K 0.11%
+899
125
$203K 0.1%
3,170
-2,000
2 3 4
5
6