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
$268M
AUM Growth
-$7.07M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
173
New
Increased
Reduced
Closed

Top Buys

1
+$984K
2
+$636K
3
+$595K
4
MMIT icon
IQ MacKay Municipal Intermediate ETF
MMIT
+$424K
5
TDIV icon
First Trust NASDAQ Technology Dividend Index Fund
TDIV
+$313K

Top Sells

1
+$1.07M
2
+$697K
3
+$624K
4
IGM icon
iShares Expanded Tech Sector ETF
IGM
+$480K
5
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$415K

Sector Composition

1 Financials 5.84%
2 Consumer Discretionary 5.13%
3 Technology 4.86%
4 Communication Services 4.78%
5 Healthcare 2.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$484K 0.18%
31,870
+7,545
102
$481K 0.18%
1,071
+41
103
$476K 0.18%
54,700
+17,800
104
$455K 0.17%
10,578
-189
105
$444K 0.17%
1,351
-38
106
$424K 0.16%
+15,898
107
$410K 0.15%
2,285
-851
108
$407K 0.15%
3,905
-103
109
$403K 0.15%
10,397
-10,717
110
$394K 0.15%
5,329
+321
111
$386K 0.14%
3,925
-198
112
$377K 0.14%
6,989
-1,540
113
$361K 0.13%
2,952
114
$354K 0.13%
17,360
-1,673
115
$345K 0.13%
23,165
+900
116
$344K 0.13%
6,725
117
$342K 0.13%
2,188
+59
118
$329K 0.12%
21,024
+43
119
$327K 0.12%
6,744
+857
120
$326K 0.12%
389
+14
121
$313K 0.12%
+5,545
122
$306K 0.11%
+1,595
123
$306K 0.11%
4,700
124
$306K 0.11%
17,013
125
$306K 0.11%
11,305
+1,800
3 4
5
6 7