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
$234M
AUM Growth
-$33M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
214
New
Increased
Reduced
Closed

Top Buys

1
+$1.74M
2
+$1.16M
3
+$936K
4
BKLC icon
BNY Mellon US Large Cap Core Equity ETF
BKLC
+$924K
5
LOW icon
Lowe's Companies
LOW
+$882K

Top Sells

1
+$2.91M
2
+$2.33M
3
+$1.06M
4
SOXX icon
iShares Semiconductor ETF
SOXX
+$533K
5
BOTZ icon
Global X Robotics & Artificial Intelligence ETF
BOTZ
+$505K

Sector Composition

1 Financials 5.97%
2 Technology 5.71%
3 Consumer Discretionary 5.07%
4 Healthcare 3.25%
5 Communication Services 3.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.04M 0.87%
14,168
+4,356
27
$1.91M 0.81%
21,511
+807
28
$1.9M 0.81%
21,779
+148
29
$1.85M 0.79%
16,476
+939
30
$1.71M 0.73%
10,270
+73
31
$1.71M 0.73%
12,411
+1,175
32
$1.7M 0.72%
11,076
+358
33
$1.64M 0.7%
13,931
+1,515
34
$1.55M 0.66%
7,095
+732
35
$1.49M 0.64%
48,730
+3,410
36
$1.44M 0.61%
3,484
37
$1.4M 0.6%
4,547
-35
38
$1.38M 0.59%
10,724
+515
39
$1.33M 0.57%
77,169
+12,326
40
$1.33M 0.57%
11,646
+283
41
$1.16M 0.49%
+10,500
42
$1.15M 0.49%
13,154
-868
43
$1.15M 0.49%
14,962
-174
44
$1.13M 0.48%
19,154
-114
45
$1.13M 0.48%
16,143
-615
46
$1.07M 0.45%
7,365
+2,024
47
$1.05M 0.45%
41,548
-2,783
48
$1M 0.43%
5,645
+189
49
$977K 0.42%
12,602
-700
50
$973K 0.42%
16,979
+455
1
2
3 4 5