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
151
$318K 0.09%
3,460
152
$317K 0.09%
2,616
+5
153
$314K 0.09%
14,567
-992
154
$313K 0.09%
2,373
-125
155
$305K 0.09%
12,052
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156
$302K 0.09%
5,729
-450
157
$300K 0.08%
3,680
158
$298K 0.08%
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159
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1,440
-15
160
$294K 0.08%
11,338
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161
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162
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163
$288K 0.08%
20,051
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164
$284K 0.08%
2,060
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165
$283K 0.08%
4,389
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166
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3,452
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167
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169
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170
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889
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171
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12,157
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172
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3,872
-397
173
$269K 0.08%
10,831
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174
$267K 0.08%
21,286
-1,000
175
$263K 0.07%
+838
5 6
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