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
126
$406K 0.12%
3,007
-15
127
$406K 0.12%
+9,060
128
$405K 0.12%
44,854
-737
129
$400K 0.11%
+2,229
130
$394K 0.11%
14,775
+3,662
131
$391K 0.11%
2,412
-68
132
$381K 0.11%
2,895
+838
133
$375K 0.11%
6,038
134
$368K 0.11%
2,403
135
$364K 0.1%
6,378
-400
136
$360K 0.1%
1,775
137
$359K 0.1%
3,653
+1,079
138
$345K 0.1%
620
+206
139
$345K 0.1%
15,552
-585
140
$340K 0.1%
52,250
+4,950
141
$337K 0.1%
12,898
+3,443
142
$336K 0.1%
+4,156
143
$331K 0.09%
12,888
+3,810
144
$330K 0.09%
1,025
+88
145
$326K 0.09%
1,706
+386
146
$324K 0.09%
12,429
+8
147
$322K 0.09%
8,124
+1,515
148
$322K 0.09%
2,505
149
$320K 0.09%
4,227
+994
150
$316K 0.09%
1,308
+376
4 5
6
7 8