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
$348M
AUM Growth
+$46.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
214
New
Increased
Reduced
Closed

Top Buys

1
+$2.76M
2
+$1.98M
3
+$1.88M
4
LLY icon
Eli Lilly
LLY
+$1.66M
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$1.26M

Top Sells

1
+$786K
2
+$213K
3
+$207K
4
QCOM icon
Qualcomm
QCOM
+$204K
5
SMB icon
VanEck Short Muni ETF
SMB
+$191K

Sector Composition

1 Technology 8.1%
2 Financials 7.65%
3 Consumer Discretionary 4%
4 Healthcare 3.48%
5 Communication Services 3.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$554K 0.16%
42,265
+3,000
102
$554K 0.16%
6,296
-500
103
$549K 0.16%
26,400
104
$531K 0.15%
2,351
105
$528K 0.15%
+10,825
106
$526K 0.15%
2,506
+669
107
$509K 0.15%
25,299
+15,318
108
$503K 0.14%
7,478
-32
109
$482K 0.14%
5,034
-450
110
$477K 0.14%
15,669
-1,400
111
$475K 0.14%
7,295
+1,509
112
$475K 0.14%
1,237
-46
113
$467K 0.13%
796
+3
114
$465K 0.13%
19,650
+1,500
115
$465K 0.13%
3,698
+6
116
$461K 0.13%
2,429
-68
117
$444K 0.13%
+2,596
118
$443K 0.13%
1,132
+200
119
$431K 0.12%
5,368
+203
120
$429K 0.12%
7,243
+73
121
$425K 0.12%
17,358
122
$424K 0.12%
18,384
+1,400
123
$421K 0.12%
8,004
+2,400
124
$411K 0.12%
12,901
125
$407K 0.12%
1,465
+500
3 4
5
6 7