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
151
$236K 0.09%
997
152
$234K 0.09%
3,680
153
$233K 0.09%
4,264
154
$233K 0.09%
522
-17
155
$232K 0.09%
1,888
156
$222K 0.08%
3,173
157
$221K 0.08%
+6,500
158
$220K 0.08%
+1,124
159
$219K 0.08%
2,319
160
$218K 0.08%
+1,025
161
$218K 0.08%
1,974
+3
162
$214K 0.08%
12,518
163
$211K 0.08%
3,401
164
$204K 0.08%
650
-70
165
$204K 0.08%
2,580
-1,192
166
$159K 0.06%
11,535
167
$152K 0.06%
4,500
+1,500
168
$135K 0.05%
13,547
+247
169
– –
-3,465
170
– –
-9,481
171
– –
-7,390
172
– –
-17,936
173
– –
-3,665
3 4 5 6
7