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
$242M
AUM Growth
-$7.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
191
New
Increased
Reduced
Closed

Top Buys

1
+$986K
2
+$618K
3
+$601K
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$528K
5
BKLC icon
BNY Mellon US Large Cap Core Equity ETF
BKLC
+$475K

Top Sells

1
+$1.3M
2
+$1.01M
3
+$478K
4
IAI icon
iShares US Broker-Dealers & Securities Exchanges ETF
IAI
+$427K
5
FTCS icon
First Trust Capital Strength ETF
FTCS
+$364K

Sector Composition

1 Financials 7.46%
2 Technology 6.76%
3 Consumer Discretionary 4.65%
4 Communication Services 3.16%
5 Healthcare 3.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.15M 0.89%
65,058
+2,828
27
$2.09M 0.86%
35,565
-272
28
$2.08M 0.86%
13,521
+35
29
$2.02M 0.83%
22,806
-1,397
30
$1.86M 0.77%
20,935
-1,063
31
$1.76M 0.73%
3,861
+121
32
$1.72M 0.71%
11,556
-215
33
$1.64M 0.68%
6,164
+7
34
$1.64M 0.68%
12,733
35
$1.62M 0.67%
11,166
+315
36
$1.53M 0.63%
14,249
+588
37
$1.49M 0.62%
4,455
+1
38
$1.47M 0.61%
34,742
+1,874
39
$1.4M 0.58%
2,614
+587
40
$1.37M 0.56%
11,637
+955
41
$1.3M 0.54%
8,942
+272
42
$1.26M 0.52%
28,960
+6,170
43
$1.21M 0.5%
18,157
-737
44
$1.19M 0.49%
14,039
-194
45
$1.18M 0.49%
11,334
-29
46
$1.17M 0.48%
19,080
-487
47
$1.16M 0.48%
12,308
+274
48
$1.15M 0.48%
8,283
+91
49
$1.1M 0.45%
3,651
+565
50
$1.08M 0.45%
14,650
-4,945
1
2
3 4 5