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
1
$17.9M 7.62%
47,130
-1,201
2
$11.5M 4.89%
30,378
+258
3
$11.3M 4.84%
84,507
+12,971
4
$11.2M 4.79%
506,469
+42,266
5
$9.07M 3.87%
33,223
-241
6
$8.61M 3.67%
62,944
+1,359
7
$6.75M 2.88%
24,099
+850
8
$5.54M 2.36%
52,154
+494
9
$4.35M 1.86%
42,788
+3,772
10
$4.25M 1.81%
84,945
+2,550
11
$4.04M 1.72%
57,847
+13,216
12
$3.97M 1.69%
36,260
+720
13
$3.62M 1.54%
19,190
+1,260
14
$3.6M 1.54%
25,098
+477
15
$3.48M 1.49%
49,640
-1,712
16
$3.46M 1.47%
70,410
-1,926
17
$3.16M 1.35%
39,552
-4,539
18
$2.98M 1.27%
11,597
+1,067
19
$2.91M 1.24%
36,585
20
$2.7M 1.15%
15,942
+833
21
$2.53M 1.08%
15,004
+750
22
$2.49M 1.06%
19,625
-2,839
23
$2.47M 1.05%
74,560
-240
24
$2.32M 0.99%
37,460
+716
25
$2.14M 0.91%
9,528
+3,066
1
2 3 4 5