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
51
$1.07M 0.44%
16,910
+302
52
$1.06M 0.44%
2
53
$1.03M 0.42%
43,614
+1,650
54
$1.02M 0.42%
6,300
55
$991K 0.41%
62,082
-10,823
56
$939K 0.39%
7,172
+302
57
$917K 0.38%
4,404
58
$900K 0.37%
3,911
-59
59
$868K 0.36%
1,722
+57
60
$865K 0.36%
5,106
+118
61
$845K 0.35%
2,151
+1,344
62
$807K 0.33%
23,068
+563
63
$787K 0.32%
2,987
-203
64
$770K 0.32%
41,896
+1,345
65
$756K 0.31%
7,286
-1,892
66
$719K 0.3%
7,950
+847
67
$689K 0.28%
8,261
68
$680K 0.28%
11,909
+420
69
$678K 0.28%
11,399
+527
70
$655K 0.27%
21,570
+1,400
71
$650K 0.27%
14,306
+2
72
$647K 0.27%
1,635
+19
73
$624K 0.26%
6,614
74
$618K 0.26%
34,822
75
$618K 0.25%
+11,987
1 2
3
4 5