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
$176M
AUM Growth
+$32.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
124
New
Increased
Reduced
Closed

Top Buys

1
+$2.13M
2
+$993K
3
+$649K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$618K
5
IGM icon
iShares Expanded Tech Sector ETF
IGM
+$600K

Top Sells

1
+$1.82M
2
+$749K
3
+$321K
4
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$318K
5
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$314K

Sector Composition

1 Financials 6.16%
2 Consumer Discretionary 5.41%
3 Communication Services 5.11%
4 Technology 4.86%
5 Healthcare 2.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$14.2M 8.04%
45,838
+6,893
2
$11.3M 6.4%
36,647
-2,429
3
$9.5M 5.38%
399,782
+24,227
4
$8.64M 4.89%
84,888
-17,931
5
$7.17M 4.06%
51,960
-340
6
$6.42M 3.64%
35,977
-238
7
$6.33M 3.58%
69,368
-2,140
8
$6.07M 3.44%
35,570
+293
9
$5.02M 2.85%
20,283
+4,010
10
$4.13M 2.34%
68,191
+4,091
11
$3.69M 2.09%
54,724
-1,000
12
$3.57M 2.03%
76,818
+12,888
13
$3.36M 1.9%
123,815
+9,850
14
$2.95M 1.67%
41,740
-160
15
$2.94M 1.67%
20,558
+4,535
16
$2.91M 1.65%
18,590
+3,947
17
$2.88M 1.63%
24,611
+1,902
18
$2.87M 1.62%
36,366
-4,037
19
$2.7M 1.53%
10,488
+414
20
$2.59M 1.47%
52,088
-5,035
21
$2.47M 1.4%
54,200
-860
22
$2.44M 1.38%
34,249
+5,295
23
$2.39M 1.35%
38,541
+399
24
$2.1M 1.19%
36,014
-48
25
$1.8M 1.02%
7,949
-10
1
2 3 4 5