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
151
$316K 0.09%
22,286
152
$315K 0.09%
6,281
153
$315K 0.09%
+2,000
154
$313K 0.09%
20,726
-771
155
$312K 0.09%
3,460
-195
156
$310K 0.09%
2,218
+143
157
$306K 0.09%
2,603
+7
158
$304K 0.09%
4,314
-150
159
$302K 0.09%
3,680
160
$295K 0.08%
+11,583
161
$290K 0.08%
2,209
162
$287K 0.08%
1,300
-33
163
$279K 0.08%
6,217
-278
164
$277K 0.08%
1,883
-74
165
$274K 0.08%
+2,491
166
$272K 0.08%
2,827
+3
167
$272K 0.08%
+10,612
168
$270K 0.08%
13,245
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169
$268K 0.08%
1,089
170
$266K 0.08%
10,700
-462
171
$263K 0.08%
3,170
-74
172
$258K 0.07%
+441
173
$253K 0.07%
+733
174
$251K 0.07%
6,174
+8
175
$250K 0.07%
+827
5 6
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