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
151
$291K 0.12%
+12,419
152
$289K 0.12%
21,286
-1,879
153
$288K 0.12%
+19,481
154
$286K 0.12%
11,305
155
$281K 0.12%
3,129
156
$280K 0.12%
2,825
+125
157
$277K 0.12%
13,221
-6,732
158
$274K 0.12%
6,986
+424
159
$269K 0.11%
2,800
-19
160
$269K 0.11%
6,867
-2,614
161
$263K 0.11%
5,362
-94
162
$259K 0.11%
5,641
+1,539
163
$256K 0.11%
2,763
+216
164
$254K 0.11%
2,785
-25
165
$250K 0.11%
+11,800
166
$250K 0.11%
3,501
167
$245K 0.1%
1,346
168
$243K 0.1%
1,140
+39
169
$241K 0.1%
+9,703
170
$239K 0.1%
606
+11
171
$237K 0.1%
+2,884
172
$235K 0.1%
+22,300
173
$232K 0.1%
711
-30
174
$231K 0.1%
42,400
+8,400
175
$231K 0.1%
190
5 6
7
8 9