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
51
$1.76M 0.41%
60,320
-1,040
52
$1.73M 0.41%
60,090
+4,681
53
$1.68M 0.39%
91,893
+2,185
54
$1.66M 0.39%
16,129
-254
55
$1.63M 0.38%
55,693
+4,899
56
$1.62M 0.38%
4,744
+184
57
$1.6M 0.37%
18,347
-225
58
$1.53M 0.36%
29,894
+566
59
$1.51M 0.35%
2
60
$1.51M 0.35%
4,569
+109
61
$1.5M 0.35%
7,651
62
$1.48M 0.35%
16,606
-65
63
$1.42M 0.33%
73,990
+2,009
64
$1.33M 0.31%
28,829
+6,087
65
$1.33M 0.31%
19,840
+1,797
66
$1.31M 0.31%
9,921
+1,215
67
$1.26M 0.3%
8,228
-428
68
$1.24M 0.29%
16,257
+224
69
$1.22M 0.29%
44,572
-2,383
70
$1.2M 0.28%
10,846
-7
71
$1.19M 0.28%
1,938
+202
72
$1.13M 0.26%
9,107
+500
73
$1.08M 0.25%
14,221
+2,812
74
$1.04M 0.24%
3,545
-130
75
$1.03M 0.24%
24,025
+1,250
1 2
3
4 5