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
$394M
AUM Growth
+$40.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
220
New
Increased
Reduced
Closed

Top Buys

1
+$1.24M
2
+$1.12M
3
+$1,000K
4
BKLC icon
BNY Mellon US Large Cap Core Equity ETF
BKLC
+$915K
5
RSHO icon
Tema American Reshoring ETF
RSHO
+$820K

Top Sells

1
+$555K
2
+$396K
3
+$394K
4
FITB
Fifth Third Bancorp
FITB
+$394K
5
IRM icon
Iron Mountain
IRM
+$383K

Sector Composition

1 Technology 8.19%
2 Financials 7.38%
3 Consumer Discretionary 4.12%
4 Communication Services 3.49%
5 Healthcare 2.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.43M 0.87%
15,889
-1,957
27
$3.38M 0.86%
4,575
+264
28
$3.13M 0.79%
10,795
+573
29
$3.11M 0.79%
71,286
+9,735
30
$3.09M 0.78%
5,497
-29
31
$2.98M 0.75%
73,199
-4,258
32
$2.95M 0.75%
36,288
+5,828
33
$2.62M 0.66%
19,580
+4,070
34
$2.62M 0.66%
6,161
+20
35
$2.62M 0.66%
19,164
+3,609
36
$2.53M 0.64%
51,705
+1,805
37
$2.44M 0.62%
21,594
+40
38
$2.38M 0.6%
32,726
-194
39
$2.38M 0.6%
12,193
-46
40
$2.38M 0.6%
4,206
-155
41
$2.38M 0.6%
12,800
+262
42
$2.19M 0.56%
8,224
+213
43
$2.03M 0.52%
15,310
+162
44
$2.01M 0.51%
130,268
+1,729
45
$1.89M 0.48%
5,949
-489
46
$1.87M 0.47%
4,245
-34
47
$1.84M 0.47%
61,360
-1,116
48
$1.78M 0.45%
28,377
+2,147
49
$1.66M 0.42%
15,367
-800
50
$1.65M 0.42%
16,383
+98
1
2
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