WCM

WealthBridge Capital Management Portfolio holdings

AUM $434M
1-Year Est. Return 20.24%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.24%
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
+$1.17M
2
+$1.15M
3
+$884K
4
QQEW icon
First Trust Nasdaq-100 Select Equal Weight ETF
QQEW
+$737K
5
ROKT icon
State Street SPDR S&P Kensho Final Frontiers ETF
ROKT
+$688K

Top Sells

1
+$936K
2
+$743K
3
+$614K
4
IRM icon
Iron Mountain
IRM
+$465K
5
NVO icon
Novo Nordisk
NVO
+$456K

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
201
$68.9K 0.02%
13,000
202
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-23,256
203
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-1,605
204
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-13,831
205
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-1,978
206
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-2,361
207
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-1,068
208
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-1,230
209
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-5,301
210
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-2,491
211
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-1,905
212
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-5,462
5 6 7 8
9