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
101
$559K 0.16%
4,120
102
$559K 0.16%
27,960
+850
103
$557K 0.16%
5,575
104
$525K 0.15%
4,567
-299
105
$523K 0.15%
3,067
+61
106
$514K 0.15%
5,820
-476
107
$492K 0.14%
2,229
108
$489K 0.14%
25,700
-700
109
$485K 0.14%
2,351
110
$480K 0.14%
814
+62
111
$469K 0.13%
1,279
-93
112
$468K 0.13%
21,200
+600
113
$467K 0.13%
5,034
114
$465K 0.13%
16,358
115
$460K 0.13%
39,265
-3,000
116
$458K 0.13%
2,432
-515
117
$453K 0.13%
20,170
+1,086
118
$453K 0.13%
3,710
+5
119
$441K 0.12%
16,495
+306
120
$439K 0.12%
+9,857
121
$437K 0.12%
8,354
122
$437K 0.12%
5,937
+7
123
$435K 0.12%
1,174
-43
124
$427K 0.12%
2,660
+515
125
$416K 0.12%
767
+15
3 4
5
6 7