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
201
-19,386
202
-184