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
176
$248K 0.07%
+1,113
177
$247K 0.07%
37,907
178
$246K 0.07%
+2,399
179
$244K 0.07%
+10,467
180
$243K 0.07%
997
181
$241K 0.07%
+414
182
$241K 0.07%
2,180
-494
183
$240K 0.07%
4,807
-352
184
$238K 0.07%
+3,212
185
$238K 0.07%
3,310
-19
186
$237K 0.07%
7,137
+322
187
$237K 0.07%
+284
188
$236K 0.07%
12,000
189
$233K 0.07%
2,979
190
$227K 0.06%
+8,472
191
$226K 0.06%
14,550
-150
192
$225K 0.06%
2,447
+12
193
$223K 0.06%
+4,697
194
$222K 0.06%
+7,507
195
$221K 0.06%
+247
196
$220K 0.06%
7,597
+50
197
$220K 0.06%
3,496
-126
198
$219K 0.06%
+799
199
$218K 0.06%
+9,898
200
$218K 0.06%
+2,332
5 6 7
8
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