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
51
$1.62M 0.41%
4,560
+251
52
$1.6M 0.4%
89,708
-1,053
53
$1.57M 0.4%
8,897
+703
54
$1.53M 0.39%
55,409
+1,069
55
$1.53M 0.39%
24,467
56
$1.53M 0.39%
18,572
-30
57
$1.49M 0.38%
29,328
+7,676
58
$1.46M 0.37%
2
59
$1.4M 0.35%
16,671
+1,399
60
$1.38M 0.35%
8,656
+564
61
$1.38M 0.35%
71,981
-181
62
$1.35M 0.34%
+50,794
63
$1.24M 0.32%
46,955
-2,053
64
$1.23M 0.31%
4,460
-166
65
$1.22M 0.31%
7,651
66
$1.21M 0.31%
16,033
+600
67
$1.19M 0.3%
8,852
-762
68
$1.14M 0.29%
10,853
-63
69
$1.08M 0.27%
8,706
+1,202
70
$1.07M 0.27%
18,043
+8,186
71
$1.04M 0.26%
22,742
+2,062
72
$1.03M 0.26%
3,675
-10
73
$1.02M 0.26%
11,175
-8
74
$1.01M 0.26%
50,235
+68
75
$997K 0.25%
19,860
-100
1 2
3
4 5