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
76
$913K 0.26%
1,776
+70
77
$893K 0.25%
8,241
78
$882K 0.25%
+38,247
79
$845K 0.24%
7,504
-2,342
80
$838K 0.24%
69,286
+7,989
81
$782K 0.22%
38,925
+8,000
82
$774K 0.22%
4,626
+302
83
$773K 0.22%
817
+32
84
$748K 0.21%
15,008
+1,260
85
$745K 0.21%
15,375
+500
86
$727K 0.21%
7,776
-795
87
$719K 0.2%
8,352
-4,829
88
$716K 0.2%
11,175
89
$688K 0.19%
8,526
90
$685K 0.19%
6,547
-343
91
$683K 0.19%
4,458
+28
92
$682K 0.19%
20,395
+2,133
93
$678K 0.19%
7,706
+385
94
$672K 0.19%
10,696
+600
95
$667K 0.19%
10,176
+65
96
$650K 0.18%
+12,178
97
$644K 0.18%
4,294
-308
98
$576K 0.16%
2,488
-18
99
$563K 0.16%
8,486
+8
100
$560K 0.16%
8,541
+119
2 3
4
5 6