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
176
$59.1K 0.02%
13,000
177
$26.7K 0.01%
10,000
178
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182
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-7,800
189
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-4,468
190
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-468
191
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-997
4 5 6 7
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