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
$302M
AUM Growth
+$5.21M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
202
New
Increased
Reduced
Closed

Top Buys

1
+$813K
2
+$616K
3
+$551K
4
VBF icon
Invesco Bond Fund
VBF
+$478K
5
HYD icon
VanEck High Yield Muni ETF
HYD
+$387K

Top Sells

1
+$1.23M
2
+$903K
3
+$581K
4
VICI icon
VICI Properties
VICI
+$578K
5
AAPL icon
Apple
AAPL
+$552K

Sector Composition

1 Technology 8.37%
2 Financials 6.92%
3 Consumer Discretionary 4.32%
4 Communication Services 3.46%
5 Healthcare 3.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$481K 0.16%
21,175
-643
102
$480K 0.16%
1,283
+158
103
$477K 0.16%
7,510
+130
104
$477K 0.16%
12,901
-932
105
$474K 0.16%
3,022
+69
106
$466K 0.15%
17,069
+450
107
$457K 0.15%
793
-2
108
$439K 0.14%
3,692
-102
109
$436K 0.14%
2,497
+1
110
$393K 0.13%
45,591
-6,630
111
$393K 0.13%
7,170
+34
112
$391K 0.13%
5,165
+5
113
$390K 0.13%
5,786
+146
114
$387K 0.13%
+7,490
115
$383K 0.13%
17,358
116
$375K 0.12%
+8,350
117
$374K 0.12%
16,984
+3,700
118
$370K 0.12%
18,150
+6,800
119
$367K 0.12%
11,911
+605
120
$362K 0.12%
2,480
-490
121
$355K 0.12%
6,778
122
$346K 0.11%
1,775
123
$343K 0.11%
6,038
-50
124
$338K 0.11%
16,137
125
$336K 0.11%
1,837
-347
3 4
5
6 7