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
$426M
AUM Growth
+$31.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
220
New
Increased
Reduced
Closed

Top Buys

1
+$1.05M
2
+$833K
3
+$619K
4
AIRR icon
First Trust RBA American Industrial Renaissance ETF
AIRR
+$521K
5
LDOS icon
Leidos
LDOS
+$469K

Top Sells

1
+$867K
2
+$833K
3
+$621K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$444K
5
AAPL icon
Apple
AAPL
+$428K

Sector Composition

1 Technology 8.7%
2 Financials 7.01%
3 Consumer Discretionary 3.89%
4 Communication Services 3.63%
5 Healthcare 2.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.77M 0.89%
79,196
+7,910
27
$3.75M 0.88%
13,399
-171
28
$3.73M 0.87%
24,172
-487
29
$3.37M 0.79%
74,290
+1,091
30
$3.27M 0.77%
10,367
-428
31
$3.21M 0.75%
4,377
-198
32
$3.12M 0.73%
5,482
-15
33
$3.03M 0.71%
13,092
+292
34
$2.88M 0.67%
20,377
+1,213
35
$2.82M 0.66%
6,024
-137
36
$2.66M 0.62%
4,464
+258
37
$2.46M 0.58%
52,478
+773
38
$2.46M 0.58%
5,524
-425
39
$2.45M 0.57%
11,858
-335
40
$2.41M 0.57%
21,099
-495
41
$2.38M 0.56%
32,368
-358
42
$2.34M 0.55%
19,490
-90
43
$2.18M 0.51%
15,366
+56
44
$2.17M 0.51%
137,698
+7,430
45
$2.12M 0.5%
8,730
-167
46
$2.04M 0.48%
8,265
+41
47
$1.93M 0.45%
4,169
-76
48
$1.89M 0.44%
28,082
-295
49
$1.81M 0.42%
24,883
+416
50
$1.77M 0.42%
15,688
+321
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