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
126
$360K 0.15%
+4,388
127
$359K 0.15%
+12,325
128
$359K 0.15%
+6,358
129
$356K 0.15%
7,096
-2,446
130
$352K 0.15%
6,063
+508
131
$341K 0.15%
1,762
+42
132
$338K 0.14%
5,500
133
$337K 0.14%
4,351
+612
134
$334K 0.14%
2,022
-3
135
$328K 0.14%
16,153
-24,871
136
$326K 0.14%
5,186
+257
137
$322K 0.14%
6,300
138
$317K 0.14%
2,503
+1
139
$315K 0.13%
3,140
+804
140
$315K 0.13%
3,757
-414
141
$313K 0.13%
7,449
+500
142
$312K 0.13%
1,283
+68
143
$308K 0.13%
1,721
144
$303K 0.13%
734
-272
145
$302K 0.13%
5,009
-537
146
$298K 0.13%
996
+48
147
$295K 0.13%
7,829
-9,080
148
$294K 0.13%
17,222
-2,991
149
$292K 0.12%
17,358
+3,340
150
$292K 0.12%
5,649
+1,205
4 5
6
7 8