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
$228M
AUM Growth
+$33.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
150
New
Increased
Reduced
Closed

Top Buys

1
+$1.66M
2
+$1.08M
3
+$636K
4
ARKG icon
ARK Genomic Revolution ETF
ARKG
+$633K
5
PRN icon
Invesco Dorsey Wright Industrials Momentum ETF
PRN
+$598K

Top Sells

1
+$1.01M
2
+$609K
3
+$410K
4
IYW icon
iShares US Technology ETF
IYW
+$288K
5
WFC.PRL icon
Wells Fargo 7.5% Non Cumv Perp Conv
WFC.PRL
+$227K

Sector Composition

1 Financials 5.91%
2 Consumer Discretionary 5.27%
3 Technology 5.27%
4 Communication Services 4.76%
5 Healthcare 2.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$17.3M 7.56%
45,998
+1,498
2
$13.5M 5.92%
36,174
-176
3
$10.4M 4.55%
405,113
+10,923
4
$9.8M 4.29%
76,877
-3,215
5
$8.78M 3.84%
66,145
-1,679
6
$8.38M 3.67%
51,460
+840
7
$8.02M 3.51%
34,565
-357
8
$6.72M 2.94%
31,653
-2,868
9
$6.53M 2.86%
52,410
+3,986
10
$6.3M 2.76%
20,074
+452
11
$4.98M 2.18%
85,338
+6,006
12
$4.51M 1.97%
66,431
+1,522
13
$4.08M 1.78%
47,924
-3,384
14
$4.04M 1.77%
20,746
+1,319
15
$4.04M 1.77%
79,875
+32,773
16
$3.83M 1.68%
126,710
+90
17
$3.59M 1.57%
40,960
+540
18
$3.58M 1.57%
25,388
+886
19
$3.25M 1.42%
35,553
+211
20
$3.17M 1.39%
10,359
+289
21
$3.1M 1.36%
38,539
-2
22
$2.92M 1.28%
14,873
-5,155
23
$2.59M 1.14%
47,950
-320
24
$2.33M 1.02%
41,410
-179
25
$2.23M 0.98%
33,094
-552
1
2 3 4 5