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
126
$289K 0.12%
3,683
+788
127
$282K 0.12%
1,669
+60
128
$280K 0.12%
11,905
+106
129
$280K 0.12%
+3,076
130
$278K 0.11%
737
-25
131
$276K 0.11%
4,818
+7
132
$272K 0.11%
10,579
-56
133
$267K 0.11%
4,763
-1,894
134
$266K 0.11%
16,026
-5,988
135
$263K 0.11%
+10,640
136
$261K 0.11%
10,671
-440
137
$259K 0.11%
17,636
-580
138
$257K 0.11%
3,742
-99
139
$254K 0.1%
2,569
-100
140
$253K 0.1%
10,361
-425
141
$250K 0.1%
12,570
-1,285
142
$248K 0.1%
2,503
143
$246K 0.1%
900
-24
144
$244K 0.1%
6,572
+85
145
$242K 0.1%
1,100
-124
146
$242K 0.1%
11,751
-5,380
147
$241K 0.1%
5,746
-42
148
$238K 0.1%
3,680
149
$237K 0.1%
14,184
+14
150
$236K 0.1%
15,550
4 5
6
7 8