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
76
$670K 0.29%
13,235
+8,363
77
$649K 0.28%
8,261
78
$639K 0.27%
7,457
-42
79
$627K 0.27%
+7,399
80
$620K 0.26%
14,091
+9,386
81
$580K 0.25%
5,112
82
$574K 0.24%
64,231
-30,207
83
$566K 0.24%
14,071
+576
84
$560K 0.24%
2,827
-202
85
$553K 0.24%
20,035
-786
86
$551K 0.24%
+29,438
87
$549K 0.23%
6,793
-3,480
88
$532K 0.23%
+7,049
89
$531K 0.23%
9,361
-3,164
90
$528K 0.23%
1,673
-36
91
$525K 0.22%
4,425
+100
92
$517K 0.22%
34,080
+2,740
93
$513K 0.22%
34,797
-891
94
$509K 0.22%
16,185
-819
95
$506K 0.22%
3,980
+1
96
$503K 0.21%
13,437
97
$500K 0.21%
9,861
-386
98
$499K 0.21%
5,939
+962
99
$493K 0.21%
22,934
-22,944
100
$480K 0.2%
35,049
+16
2 3
4
5 6