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
126
$396K 0.11%
4,951
+554
127
$394K 0.11%
+10,041
128
$384K 0.11%
12,660
-309
129
$378K 0.11%
2,280
-116
130
$375K 0.11%
14,660
+302
131
$374K 0.11%
1,133
132
$365K 0.1%
+2,753
133
$360K 0.1%
1,916
+497
134
$360K 0.1%
1,475
+33
135
$359K 0.1%
1,775
-10
136
$359K 0.1%
40,899
+7
137
$356K 0.1%
13,636
+3,455
138
$351K 0.1%
+2,702
139
$350K 0.1%
3,992
+55
140
$349K 0.1%
2,218
141
$347K 0.1%
2,507
+2
142
$346K 0.1%
5,692
-96
143
$338K 0.1%
+3,210
144
$338K 0.1%
13,365
+303
145
$328K 0.09%
7,855
-383
146
$327K 0.09%
12,797
+359
147
$321K 0.09%
1,291
-9
148
$320K 0.09%
483
+100
149
$319K 0.09%
1,593
+40
150
$319K 0.09%
13,245
+19
4 5
6
7 8