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
76
$615K 0.25%
6,353
-69
77
$611K 0.25%
31,565
+1,446
78
$608K 0.25%
16,090
+510
79
$578K 0.24%
28,053
+4,835
80
$569K 0.24%
8,505
+200
81
$566K 0.23%
3,451
82
$557K 0.23%
23,682
+559
83
$552K 0.23%
10,947
-2,130
84
$551K 0.23%
6,130
+200
85
$527K 0.22%
933
+10
86
$508K 0.21%
27,000
-4,300
87
$499K 0.21%
15,055
-2,446
88
$498K 0.21%
19,093
-415
89
$498K 0.21%
60,249
-881
90
$491K 0.2%
4,270
+380
91
$488K 0.2%
2,401
-134
92
$464K 0.19%
+14,028
93
$461K 0.19%
2,961
+24
94
$451K 0.19%
9,636
-145
95
$433K 0.18%
5,622
96
$426K 0.18%
+2,697
97
$417K 0.17%
14,329
+2,370
98
$413K 0.17%
1,367
+119
99
$401K 0.17%
5,109
-268
100
$400K 0.17%
2,821
+188
2 3
4
5 6