WCM

WealthBridge Capital Management Portfolio holdings

AUM $426M
1-Year Est. Return 19.08%
This Quarter Est. Return
1 Year Est. Return
+19.08%
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
+$1.1M
2
+$878K
3
+$639K
4
AIRR icon
First Trust RBA American Industrial Renaissance ETF
AIRR
+$563K
5
LDOS icon
Leidos
LDOS
+$509K

Top Sells

1
+$867K
2
+$833K
3
+$621K
4
AAPL icon
Apple
AAPL
+$483K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$461K

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
RSPS icon
51
Invesco S&P 500 Equal Weight Consumer Staples ETF
RSPS
$239M
$1.76M 0.41%
60,320
-1,040
FGD icon
52
First Trust Dow Jones Global Select Dividend Index Fund
FGD
$985M
$1.73M 0.41%
60,090
+4,681
FPE icon
53
First Trust Preferred Securities and Income ETF
FPE
$6.28B
$1.68M 0.39%
91,893
+2,185
NOBL icon
54
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
$11.2B
$1.66M 0.39%
16,129
-254
MADE
55
iShares U.S. Manufacturing ETF
MADE
$27.5M
$1.63M 0.38%
55,693
+4,899
V icon
56
Visa
V
$664B
$1.62M 0.38%
4,744
+184
DLN icon
57
WisdomTree US LargeCap Dividend Fund
DLN
$5.52B
$1.6M 0.37%
18,347
-225
JMST icon
58
JPMorgan Ultra-Short Municipal Income ETF
JMST
$5.67B
$1.53M 0.36%
29,894
+566
BRK.A icon
59
Berkshire Hathaway Class A
BRK.A
$1.08T
$1.51M 0.35%
2
AVGO icon
60
Broadcom
AVGO
$1.54T
$1.51M 0.35%
4,569
+109
PLPC icon
61
Preformed Line Products
PLPC
$1.08B
$1.5M 0.35%
7,651
DGRW icon
62
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
$15.8B
$1.48M 0.35%
16,606
-65
FSIG icon
63
First Trust Limited Duration Investment Grade Corporate ETF
FSIG
$1.41B
$1.42M 0.33%
73,990
+2,009
FBND icon
64
Fidelity Total Bond ETF
FBND
$23.1B
$1.33M 0.31%
28,829
+6,087
TRFK icon
65
Pacer Data and Digital Revolution ETF
TRFK
$366M
$1.33M 0.31%
19,840
+1,797
PKW icon
66
Invesco BuyBack Achievers ETF
PKW
$1.53B
$1.31M 0.31%
9,921
+1,215
PG icon
67
Procter & Gamble
PG
$345B
$1.26M 0.3%
8,228
-428
CIBR icon
68
First Trust NASDAQ Cybersecurity ETF
CIBR
$10.7B
$1.24M 0.29%
16,257
+224
SCHD icon
69
Schwab US Dividend Equity ETF
SCHD
$71.4B
$1.22M 0.29%
44,572
-2,383
IVOO icon
70
Vanguard S&P Mid-Cap 400 ETF
IVOO
$2.97B
$1.2M 0.28%
10,846
-7
VOO icon
71
Vanguard S&P 500 ETF
VOO
$809B
$1.19M 0.28%
1,938
+202
APH icon
72
Amphenol
APH
$155B
$1.13M 0.26%
9,107
+500
ROKT icon
73
State Street SPDR S&P Kensho Final Frontiers ETF
ROKT
$34.1M
$1.08M 0.25%
14,221
+2,812
VO icon
74
Vanguard Mid-Cap ETF
VO
$89.5B
$1.04M 0.24%
3,545
-130
RSHO icon
75
Tema American Reshoring ETF
RSHO
$179M
$1.03M 0.24%
24,025
+1,250
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3
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