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
101
$391K 0.16%
29,395
+18
102
$388K 0.16%
5,113
+626
103
$387K 0.16%
3,832
-584
104
$375K 0.15%
5,484
+580
105
$373K 0.15%
2,985
+33
106
$371K 0.15%
4,052
-144
107
$369K 0.15%
7,380
+341
108
$365K 0.15%
2,611
-1,215
109
$347K 0.14%
10,465
+474
110
$341K 0.14%
2,699
-123
111
$336K 0.14%
2,216
-107
112
$336K 0.14%
5,403
+36
113
$335K 0.14%
12,864
-440
114
$334K 0.14%
1,244
+33
115
$334K 0.14%
6,775
116
$325K 0.13%
783
+83
117
$324K 0.13%
3,441
118
$318K 0.13%
3,538
+271
119
$303K 0.12%
3,640
-5,750
120
$301K 0.12%
17,358
121
$299K 0.12%
12,053
-437
122
$297K 0.12%
11,951
-3,345
123
$292K 0.12%
6,011
-180
124
$292K 0.12%
2,752
-73
125
$291K 0.12%
1,068
+10
3 4
5
6 7