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
126
$332K 0.11%
966
-415
127
$320K 0.11%
2,403
128
$311K 0.1%
21,497
+1,018
129
$310K 0.1%
932
+41
130
$306K 0.1%
1,957
+14
131
$294K 0.1%
11,113
-829
132
$293K 0.1%
47,300
+5,549
133
$293K 0.1%
14,810
+2,750
134
$293K 0.1%
937
-96
135
$290K 0.1%
2,057
+65
136
$290K 0.1%
4,464
137
$287K 0.09%
+5,604
138
$286K 0.09%
2,674
-1,575
139
$284K 0.09%
3,655
-17
140
$282K 0.09%
2,596
+7
141
$281K 0.09%
3,680
142
$279K 0.09%
12,421
+10
143
$278K 0.09%
2,505
144
$277K 0.09%
11,162
-965
145
$275K 0.09%
2,075
-583
146
$271K 0.09%
2,209
147
$268K 0.09%
6,495
-146
148
$263K 0.09%
6,609
+28
149
$261K 0.09%
1,320
150
$260K 0.09%
22,286
4 5
6
7 8