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
51
$1.54M 0.43%
26,230
+18,952
52
$1.51M 0.43%
4,309
-255
53
$1.48M 0.42%
18,602
-180
54
$1.45M 0.41%
1,551
+1
55
$1.44M 0.41%
24,467
+185
56
$1.4M 0.4%
9,614
-1,225
57
$1.38M 0.39%
8,092
-420
58
$1.37M 0.39%
49,008
+1,343
59
$1.37M 0.39%
72,162
+7,642
60
$1.32M 0.37%
54,340
+7,055
61
$1.27M 0.36%
8,194
-1
62
$1.22M 0.34%
15,272
-674
63
$1.1M 0.31%
21,652
+2,366
64
$1.08M 0.3%
10,916
+171
65
$1.07M 0.3%
7,651
66
$1.02M 0.29%
19,960
+1,440
67
$1.01M 0.29%
7,616
68
$1M 0.28%
11,183
-77
69
$992K 0.28%
50,167
+4,871
70
$972K 0.27%
15,433
+102
71
$953K 0.27%
3,685
-225
72
$944K 0.27%
20,680
+2,510
73
$941K 0.27%
1,797
-168
74
$936K 0.26%
2,998
+2
75
$935K 0.26%
9,419
-809
1 2
3
4 5