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
151
$233K 0.1%
3,605
152
$231K 0.1%
451
-5
153
$229K 0.09%
4,314
154
$225K 0.09%
11,502
+100
155
$225K 0.09%
1,109
+11
156
$223K 0.09%
+1,856
157
$220K 0.09%
7,302
-1,293
158
$218K 0.09%
11,199
-3,447
159
$218K 0.09%
1,069
160
$216K 0.09%
3,862
+50
161
$215K 0.09%
4,407
-2,178
162
$215K 0.09%
21,286
+3,000
163
$215K 0.09%
6,621
+781
164
$214K 0.09%
2,209
165
$208K 0.09%
2,485
166
$206K 0.09%
+1,468
167
$204K 0.08%
183
+6
168
$200K 0.08%
+413
169
$197K 0.08%
12,000
170
$182K 0.08%
+18,800
171
$165K 0.07%
11,535
172
$156K 0.06%
18,325
+4,200
173
$140K 0.06%
13,675
174
$118K 0.05%
16,023
+332
175
$87.8K 0.04%
10,000
4 5 6
7
8