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
$348M
AUM Growth
+$46.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
214
New
Increased
Reduced
Closed

Top Buys

1
+$2.76M
2
+$1.98M
3
+$1.88M
4
LLY icon
Eli Lilly
LLY
+$1.66M
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$1.26M

Top Sells

1
+$786K
2
+$213K
3
+$207K
4
QCOM icon
Qualcomm
QCOM
+$204K
5
SMB icon
VanEck Short Muni ETF
SMB
+$191K

Sector Composition

1 Technology 8.1%
2 Financials 7.65%
3 Consumer Discretionary 4%
4 Healthcare 3.48%
5 Communication Services 3.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$33.1M 9.46%
57,402
+4,782
2
$18.2M 5.21%
101,826
+7,059
3
$17.1M 4.87%
29,733
+169
4
$15.6M 4.46%
33,929
+187
5
$13M 3.71%
55,741
-317
6
$12.9M 3.68%
117,624
+17,144
7
$10.8M 3.09%
22,180
+2,188
8
$9.43M 2.69%
50,616
+744
9
$6.94M 1.98%
54,161
+1,650
10
$6.6M 1.89%
68,818
-114
11
$6.47M 1.85%
53,266
+8,637
12
$5.69M 1.63%
28,730
+832
13
$5.47M 1.56%
32,705
-539
14
$5.46M 1.56%
12,698
+1,178
15
$5.41M 1.55%
35,705
-358
16
$5.26M 1.5%
243,516
-2,267
17
$4.9M 1.4%
20,150
+660
18
$4.65M 1.33%
5,249
+1,876
19
$4.52M 1.29%
15,964
-157
20
$4.43M 1.27%
48,500
+1,326
21
$3.98M 1.14%
78,449
+7,751
22
$3.96M 1.13%
36,175
23
$3.86M 1.1%
17,488
+745
24
$3.19M 0.91%
23,564
+478
25
$3.12M 0.89%
75,013
+6,528
1
2 3 4 5