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
$439M
AUM Growth
+$12.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
221
New
Increased
Reduced
Closed

Top Buys

1
+$1.87M
2
+$1.47M
3
+$1.28M
4
GTOP
Goldman Sachs Technology Opportunities ETF
GTOP
+$1.12M
5
BKLC icon
BNY Mellon US Large Cap Core Equity ETF
BKLC
+$796K

Top Sells

1
+$1.31M
2
+$989K
3
+$898K
4
MO icon
Altria Group
MO
+$512K
5
IBMN
iShares iBonds Dec 2025 Term Muni Bond ETF
IBMN
+$457K

Sector Composition

1 Technology 8.34%
2 Financials 6.49%
3 Communication Services 3.84%
4 Consumer Discretionary 3.8%
5 Healthcare 2.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
NFLX icon
51
Netflix
NFLX
$394B
$1.81M 0.41%
19,313
-177
RSPS icon
52
Invesco S&P 500 Equal Weight Consumer Staples ETF
RSPS
$247M
$1.74M 0.4%
59,930
-390
AVGO icon
53
Broadcom
AVGO
$2.02T
$1.68M 0.38%
4,850
+281
FPE icon
54
First Trust Preferred Securities and Income ETF
FPE
$6.35B
$1.68M 0.38%
91,937
+44
V icon
55
Visa
V
$592B
$1.66M 0.38%
4,745
+1
NOBL icon
56
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
$11.4B
$1.66M 0.38%
15,985
-144
SHLD icon
57
Global X Defense Tech ETF
SHLD
$8.2B
$1.66M 0.38%
25,632
+22,331
PLPC icon
58
Preformed Line Products
PLPC
$1.66B
$1.66M 0.38%
8,011
+360
DLN icon
59
WisdomTree US LargeCap Dividend Fund
DLN
$5.96B
$1.61M 0.37%
18,282
-65
JMST icon
60
JPMorgan Ultra-Short Municipal Income ETF
JMST
$6.23B
$1.55M 0.35%
30,444
+550
BRK.A icon
61
Berkshire Hathaway Class A
BRK.A
$1.02T
$1.51M 0.34%
2
DGRW icon
62
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
$16.5B
$1.48M 0.34%
16,588
-18
ROKT icon
63
State Street SPDR S&P Kensho Final Frontiers ETF
ROKT
$108M
$1.43M 0.33%
16,787
+2,566
FBND icon
64
Fidelity Total Bond ETF
FBND
$25.6B
$1.43M 0.33%
31,020
+2,191
FSIG icon
65
First Trust Limited Duration Investment Grade Corporate ETF
FSIG
$1.5B
$1.42M 0.32%
74,249
+259
TRFK icon
66
Pacer Data and Digital Revolution ETF
TRFK
$564M
$1.33M 0.3%
20,782
+942
VOO icon
67
Vanguard S&P 500 ETF
VOO
$893B
$1.29M 0.29%
2,051
+113
APH icon
68
Amphenol
APH
$185B
$1.23M 0.28%
9,069
-38
IVOO icon
69
Vanguard S&P Mid-Cap 400 ETF
IVOO
$3.4B
$1.22M 0.28%
10,906
+60
SCHD icon
70
Schwab US Dividend Equity ETF
SCHD
$88.3B
$1.22M 0.28%
44,424
-148
RSHO icon
71
Tema American Reshoring ETF
RSHO
$260M
$1.18M 0.27%
26,539
+2,514
CIBR icon
72
First Trust NASDAQ Cybersecurity ETF
CIBR
$10.1B
$1.16M 0.26%
16,263
+6
PG icon
73
Procter & Gamble
PG
$337B
$1.14M 0.26%
7,957
-271
GTOP
74
Goldman Sachs Technology Opportunities ETF
GTOP
$657M
$1.11M 0.25%
+28,182
VO icon
75
Vanguard Mid-Cap ETF
VO
$24.7B
$1.03M 0.24%
3,558
+13
1 2
3
4 5