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
126
$304K 0.11%
1,355
+323
127
$294K 0.11%
+4,686
128
$293K 0.11%
875
+115
129
$289K 0.11%
3,698
-754
130
$284K 0.11%
1,336
+25
131
$281K 0.1%
970
-29
132
$280K 0.1%
2,504
-438
133
$278K 0.1%
1,346
134
$276K 0.1%
700
-56
135
$273K 0.1%
8,190
+321
136
$269K 0.1%
671
-5
137
$267K 0.1%
3,146
138
$262K 0.1%
5,029
-3,668
139
$260K 0.1%
3,203
+2
140
$258K 0.1%
3,283
+456
141
$257K 0.1%
2,309
142
$257K 0.1%
2,520
-47
143
$256K 0.1%
5,077
-1,203
144
$253K 0.09%
973
-84
145
$252K 0.09%
1,435
+300
146
$251K 0.09%
+4,498
147
$249K 0.09%
15,365
148
$245K 0.09%
1,841
-6
149
$242K 0.09%
13,050
150
$238K 0.09%
34,000
3 4 5
6
7