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
101
$471K 0.2%
13,677
-2,023
102
$465K 0.2%
2,069
+18
103
$454K 0.19%
8,975
-1,131
104
$441K 0.19%
5,462
+76
105
$438K 0.19%
913
-109
106
$434K 0.19%
4,085
+1,574
107
$424K 0.18%
2,928
+163
108
$420K 0.18%
+2,415
109
$420K 0.18%
11,018
+1,281
110
$412K 0.18%
18,088
-6,020
111
$401K 0.17%
2,293
-1,725
112
$401K 0.17%
+2,195
113
$399K 0.17%
+6,147
114
$398K 0.17%
+3,384
115
$398K 0.17%
+9,070
116
$397K 0.17%
+24,870
117
$394K 0.17%
11,990
+1,504
118
$393K 0.17%
4,158
-928
119
$392K 0.17%
5,486
+2,138
120
$386K 0.16%
5,663
-200
121
$384K 0.16%
4,935
+2,258
122
$376K 0.16%
3,582
+1,847
123
$368K 0.16%
7,556
+3,682
124
$366K 0.16%
+15,972
125
$362K 0.15%
+16,650
3 4
5
6 7