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
51
$960K 0.41%
24,990
+97
52
$952K 0.41%
39,882
+813
53
$942K 0.4%
32,400
-494
54
$930K 0.4%
7,999
+73
55
$882K 0.38%
+5,047
56
$880K 0.38%
25,759
+4,942
57
$856K 0.37%
16,318
-37
58
$852K 0.36%
21,030
+16,194
59
$842K 0.36%
+16,736
60
$834K 0.36%
24,205
+8,366
61
$824K 0.35%
6,044
-512
62
$823K 0.35%
2,999
63
$817K 0.35%
9,566
-253
64
$791K 0.34%
3,204
65
$790K 0.34%
23,012
+800
66
$789K 0.34%
7,240
+680
67
$765K 0.33%
35,050
68
$765K 0.33%
3,886
+257
69
$743K 0.32%
1,447
+170
70
$731K 0.31%
4,535
-1,089
71
$717K 0.31%
3,644
-124
72
$714K 0.3%
7,730
+1,051
73
$712K 0.3%
12,309
-250
74
$703K 0.3%
6,466
-219
75
$690K 0.29%
28,425
+7,512
1 2
3
4 5