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
$268M
AUM Growth
-$7.07M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
173
New
Increased
Reduced
Closed

Top Buys

1
+$984K
2
+$636K
3
+$595K
4
MMIT icon
IQ MacKay Municipal Intermediate ETF
MMIT
+$424K
5
TDIV icon
First Trust NASDAQ Technology Dividend Index Fund
TDIV
+$313K

Top Sells

1
+$1.07M
2
+$697K
3
+$624K
4
IGM icon
iShares Expanded Tech Sector ETF
IGM
+$480K
5
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$415K

Sector Composition

1 Financials 5.84%
2 Consumer Discretionary 5.13%
3 Technology 4.86%
4 Communication Services 4.78%
5 Healthcare 2.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$21.9M 8.18%
50,865
+43
2
$14.8M 5.52%
34,424
-1,623
3
$11.4M 4.26%
446,740
+8,860
4
$11.2M 4.19%
74,837
-361
5
$9.68M 3.61%
35,456
+909
6
$9.08M 3.39%
64,161
-727
7
$8.8M 3.28%
53,560
-160
8
$7.79M 2.91%
21,755
+53
9
$6.85M 2.56%
29,024
-609
10
$6.06M 2.26%
54,856
-1,835
11
$5.24M 1.95%
77,820
-7,128
12
$5.13M 1.91%
38,460
-820
13
$4.95M 1.85%
22,288
-1,595
14
$4.77M 1.78%
64,900
-3,204
15
$4.73M 1.77%
93,666
-1,640
16
$4.46M 1.67%
29,032
-782
17
$4.29M 1.6%
42,408
-50
18
$4.18M 1.56%
19,088
+4,497
19
$3.91M 1.46%
37,818
+230
20
$3.52M 1.31%
37,318
21
$3.17M 1.18%
102,770
-10,720
22
$3.07M 1.15%
9,067
-1,846
23
$2.98M 1.11%
30,485
-971
24
$2.74M 1.02%
44,950
-1,700
25
$2.47M 0.92%
7,277
-350
1
2 3 4 5