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
176
$229K 0.1%
+3,463
177
$224K 0.1%
3,046
+222
178
$222K 0.09%
3,680
179
$217K 0.09%
+10,855
180
$215K 0.09%
6,900
-100
181
$215K 0.09%
+1,984
182
$215K 0.09%
+4,673
183
$212K 0.09%
1,750
184
$210K 0.09%
2,300
185
$209K 0.09%
486
-5
186
$206K 0.09%
+1,458
187
$205K 0.09%
17,421
-5,502
188
$203K 0.09%
911
-17
189
$203K 0.09%
16,219
-6,985
190
$195K 0.08%
15,365
191
$176K 0.08%
13,450
-2,000
192
$164K 0.07%
11,535
193
$162K 0.07%
12,000
194
$138K 0.06%
12,658
+2,432
195
$111K 0.05%
14,435
+324
196
$110K 0.05%
4,650
197
$76K 0.03%
11,500
-16,550
198
– –
-1,435
199
– –
-6,092
200
– –
-43,847
5 6 7
8
9