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
151
$249K 0.08%
2,824
+3
152
$248K 0.08%
3,244
-150
153
$246K 0.08%
1,089
154
$246K 0.08%
9,455
-164
155
$245K 0.08%
12,000
156
$245K 0.08%
13,562
-3
157
$244K 0.08%
6,281
-850
158
$241K 0.08%
965
-5
159
$234K 0.08%
6,166
+8
160
$234K 0.08%
2,574
+104
161
$233K 0.08%
414
+17
162
$232K 0.08%
37,907
+3,500
163
$231K 0.08%
5,159
+51
164
$231K 0.08%
1,333
-74
165
$230K 0.08%
9,078
-2,029
166
$229K 0.08%
997
167
$228K 0.07%
34,822
168
$223K 0.07%
+2,435
169
$220K 0.07%
3,233
+7
170
$216K 0.07%
2,979
171
$215K 0.07%
6,815
-153
172
$214K 0.07%
3,622
-132
173
$213K 0.07%
793
-42
174
$212K 0.07%
3,329
-101
175
$211K 0.07%
7,547
-1,164
5 6
7
8 9