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
1
$28.8M 9.47%
52,620
+648
2
$16.1M 5.29%
29,564
-968
3
$15.6M 5.12%
94,767
-1,316
4
$13.7M 4.52%
33,742
+76
5
$11.8M 3.88%
56,058
-2,623
6
$10.4M 3.43%
100,480
+5,933
7
$9.64M 3.17%
49,872
-2,225
8
$9.58M 3.15%
19,992
-81
9
$6.5M 2.14%
68,932
-2,461
10
$6.23M 2.05%
52,511
+1,428
11
$6.1M 2.01%
33,244
-2,560
12
$5.51M 1.81%
44,629
+2,199
13
$5.43M 1.79%
36,063
-227
14
$5.15M 1.69%
11,520
-547
15
$5.1M 1.68%
245,783
-59,275
16
$5.09M 1.68%
27,898
+577
17
$4.31M 1.42%
16,121
-162
18
$4.19M 1.38%
19,490
+930
19
$3.99M 1.31%
36,175
-46
20
$3.96M 1.3%
47,174
+1,132
21
$3.57M 1.18%
70,698
+5,193
22
$3.4M 1.12%
16,743
-4,453
23
$3.05M 1%
3,373
+100
24
$2.88M 0.95%
14,041
-300
25
$2.81M 0.93%
23,086
+1,267
1
2 3 4 5