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
HYD icon
76
VanEck High Yield Muni ETF
HYD
$3.89B
$996K 0.23%
19,570
-290
DTE icon
77
DTE Energy
DTE
$26.7B
$994K 0.23%
7,028
+4,521
FTCS icon
78
First Trust Capital Strength ETF
FTCS
$8.16B
$984K 0.23%
10,506
-669
STWD icon
79
Starwood Property Trust
STWD
$6.85B
$980K 0.23%
50,586
+351
WUGI icon
80
AXS Esoterica NextG Economy ETF
WUGI
$34.1M
$952K 0.22%
10,589
+63
MCD icon
81
McDonald's
MCD
$227B
$934K 0.22%
3,072
FITE icon
82
State Street SPDR S&P Kensho Future Security ETF
FITE
$88.1M
$915K 0.21%
10,697
-199
PSL icon
83
Invesco Dorsey Wright Consumer Staples Momentum ETF
PSL
$84.9M
$915K 0.21%
8,321
ITA icon
84
iShares US Aerospace & Defense ETF
ITA
$12B
$901K 0.21%
4,308
-150
BSJP
85
DELISTED
Invesco BulletShares 2025 High Yield Corporate Bond ETF
BSJP
$898K 0.21%
38,949
+822
ABT icon
86
Abbott
ABT
$220B
$886K 0.21%
6,616
-22
FUMB icon
87
First Trust Ultra Short Duration Municipal ETF
FUMB
$216M
$872K 0.2%
43,405
+1,479
XLV icon
88
State Street Health Care Select Sector SPDR ETF
XLV
$40.4B
$819K 0.19%
5,888
-2,964
RFI
89
Cohen & Steers Total Return Realty Fund
RFI
$291M
$811K 0.19%
67,037
+354
UTWO icon
90
US Treasury 2 Year Note ETF
UTWO
$389M
$800K 0.19%
16,475
+400
XAR icon
91
State Street SPDR S&P Aerospace & Defense ETF
XAR
$4.39B
$791K 0.19%
3,367
+707
VEEV icon
92
Veeva Systems
VEEV
$35.4B
$747K 0.18%
2,507
+16
COST icon
93
Costco
COST
$383B
$724K 0.17%
783
-30
ITOT icon
94
iShares Core S&P Total US Stock Market ETF
ITOT
$78.3B
$716K 0.17%
4,917
+5
XLF icon
95
State Street Financial Select Sector SPDR ETF
XLF
$53.5B
$700K 0.16%
12,988
-869
PANW icon
96
Palo Alto Networks
PANW
$128B
$689K 0.16%
3,384
+188
KXI icon
97
iShares Global Consumer Staples ETF
KXI
$892M
$687K 0.16%
10,675
GS icon
98
Goldman Sachs
GS
$262B
$676K 0.16%
848
+353
VRT icon
99
Vertiv
VRT
$57.3B
$673K 0.16%
4,458
+401
XLK icon
100
State Street Technology Select Sector SPDR ETF
XLK
$90.2B
$662K 0.16%
2,347
2 3
4
5 6