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
$354M
AUM Growth
-$6.08M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
212
New
Increased
Reduced
Closed

Top Buys

1
+$1.11M
2
+$1.11M
3
+$882K
4
QQEW icon
First Trust NASDAQ-100 Equal Weighted Index Fund
QQEW
+$695K
5
ROKT icon
State Street SPDR S&P Kensho Final Frontiers ETF
ROKT
+$650K

Top Sells

1
+$942K
2
+$743K
3
+$614K
4
NVO icon
Novo Nordisk
NVO
+$456K
5
IRM icon
Iron Mountain
IRM
+$415K

Sector Composition

1 Financials 8.61%
2 Technology 7.47%
3 Consumer Discretionary 3.98%
4 Healthcare 3.17%
5 Communication Services 2.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.03M 0.86%
5,526
-6
27
$3M 0.85%
13,513
-348
28
$2.93M 0.83%
77,457
+839
29
$2.63M 0.74%
12,538
-35
30
$2.59M 0.73%
49,900
+1,143
31
$2.51M 0.71%
10,222
-676
32
$2.48M 0.7%
4,311
+237
33
$2.46M 0.7%
32,920
-62
34
$2.37M 0.67%
21,554
-96
35
$2.33M 0.66%
12,239
-477
36
$2.33M 0.66%
4,361
-82
37
$2.32M 0.66%
61,551
+6,637
38
$2.27M 0.64%
8,011
-149
39
$2.22M 0.63%
6,141
-87
40
$2.08M 0.59%
30,460
+2,714
41
$2.03M 0.57%
15,148
-270
42
$1.99M 0.56%
128,539
+12,497
43
$1.93M 0.54%
62,476
-1,813
44
$1.92M 0.54%
16,167
+1,307
45
$1.88M 0.53%
15,555
+5,751
46
$1.8M 0.51%
4,279
-4
47
$1.67M 0.47%
6,438
-219
48
$1.66M 0.47%
16,285
-9,215
49
$1.6M 0.45%
2
50
$1.6M 0.45%
90,761
+4,917
1
2
3 4 5