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
$228M
AUM Growth
+$33.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
150
New
Increased
Reduced
Closed

Top Buys

1
+$1.66M
2
+$1.08M
3
+$636K
4
ARKG icon
ARK Genomic Revolution ETF
ARKG
+$633K
5
PRN icon
Invesco Dorsey Wright Industrials Momentum ETF
PRN
+$598K

Top Sells

1
+$1.01M
2
+$609K
3
+$410K
4
IYW icon
iShares US Technology ETF
IYW
+$288K
5
WFC.PRL icon
Wells Fargo 7.5% Non Cumv Perp Conv
WFC.PRL
+$227K

Sector Composition

1 Financials 5.91%
2 Consumer Discretionary 5.27%
3 Technology 5.27%
4 Communication Services 4.76%
5 Healthcare 2.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$357K 0.16%
27,320
+2,280
102
$353K 0.15%
5,524
103
$352K 0.15%
4,086
+6
104
$334K 0.15%
1,319
+420
105
$326K 0.14%
18,013
-100
106
$324K 0.14%
11,599
+905
107
$320K 0.14%
2,952
108
$317K 0.14%
964
109
$316K 0.14%
6,725
-350
110
$307K 0.13%
20,309
+4,697
111
$292K 0.13%
850
+114
112
$291K 0.13%
1,266
-152
113
$285K 0.12%
19,064
-27
114
$283K 0.12%
4,146
+40
115
$281K 0.12%
1,545
116
$276K 0.12%
22,265
117
$274K 0.12%
1,346
118
$271K 0.12%
375
119
$267K 0.12%
+3,900
120
$263K 0.12%
3,163
-172
121
$256K 0.11%
1,874
-25
122
$254K 0.11%
15,365
123
$246K 0.11%
571
-6
124
$245K 0.11%
+3,215
125
$242K 0.11%
+12,518
2 3 4
5
6