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
126
$239K 0.1%
+720
127
$235K 0.1%
2,677
-94
128
$234K 0.1%
1,031
+32
129
$232K 0.1%
656
+11
130
$227K 0.1%
34,000
131
$223K 0.1%
+2,309
132
$219K 0.1%
617
-17
133
$217K 0.1%
+8,405
134
$212K 0.09%
+1,980
135
$212K 0.09%
+1,185
136
$207K 0.09%
+3,680
137
$206K 0.09%
+3,355
138
$205K 0.09%
+4,870
139
$204K 0.09%
+1,693
140
$204K 0.09%
+1,267
141
$201K 0.09%
3,452
-78
142
$200K 0.09%
+7,114
143
$174K 0.08%
11,535
144
$147K 0.06%
17,300
+5,600
145
$115K 0.05%
11,755
+216
146
$112K 0.05%
12,781
+303
147
$13K 0.01%
23,410
148
– –
-169
149
– –
-3,170
150
– –
-13,151
2 3 4 5
6