WCM

WealthBridge Capital Management Portfolio holdings

AUM $439M
1-Year Est. Return 20.11%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.11%
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
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204
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205
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206
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207
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-2,923
208
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-1,600
209
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-31,590
210
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-2
211
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212
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213
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-6,092
214
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-1,435
5 6 7 8
9