WCM

WealthBridge Capital Management Portfolio holdings

AUM $394M
1-Year Est. Return 17.03%
This Quarter Est. Return
1 Year Est. Return
+17.03%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$195M
AUM Growth
+$18.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
135
New
Increased
Reduced
Closed

Top Buys

1
+$2.12M
2
+$1.3M
3
+$551K
4
ARKG icon
ARK Genomic Revolution ETF
ARKG
+$395K
5
ARKW icon
ARK Web x.0 ETF
ARKW
+$338K

Top Sells

1
+$563K
2
+$519K
3
+$450K
4
OC icon
Owens Corning
OC
+$397K
5
NOBL icon
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
+$318K

Sector Composition

1 Financials 6.3%
2 Technology 5.55%
3 Consumer Discretionary 5.52%
4 Communication Services 4.85%
5 Healthcare 2.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$15M 7.67%
44,500
-1,338
2
$12.2M 6.24%
36,350
-297
3
$9.85M 5.05%
394,190
-5,592
4
$8.66M 4.44%
80,092
-4,796
5
$7.97M 4.09%
50,620
-1,340
6
$7.86M 4.03%
67,824
-1,544
7
$7.44M 3.81%
34,922
-1,055
8
$6.5M 3.33%
34,521
-1,049
9
$5.45M 2.8%
19,622
-661
10
$4.46M 2.29%
48,424
+14,175
11
$4.14M 2.12%
64,909
-3,282
12
$4.09M 2.1%
79,332
+2,514
13
$3.86M 1.98%
51,308
-3,416
14
$3.62M 1.86%
126,620
+2,805
15
$3.31M 1.7%
19,427
+837
16
$3.15M 1.62%
24,502
-109
17
$3M 1.54%
20,028
-530
18
$2.97M 1.52%
40,420
-1,320
19
$2.86M 1.47%
35,342
-1,024
20
$2.79M 1.43%
10,070
-418
21
$2.53M 1.3%
38,541
22
$2.41M 1.24%
4,827
-593
23
$2.38M 1.22%
47,102
+41,902
24
$2.23M 1.14%
41,589
-10,499
25
$2.13M 1.09%
33,646
-2,368
1
2 3 4 5