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
76
$986K 0.25%
1,736
-40
77
$921K 0.23%
8,321
+80
78
$903K 0.23%
6,638
-978
79
$898K 0.23%
3,072
+74
80
$894K 0.23%
+22,775
81
$880K 0.22%
38,127
-120
82
$867K 0.22%
10,616
+1,197
83
$857K 0.22%
10,526
+350
84
$850K 0.22%
8,607
+66
85
$843K 0.21%
41,926
+3,001
86
$841K 0.21%
4,458
87
$833K 0.21%
22,114
+1,719
88
$828K 0.21%
10,896
+200
89
$805K 0.2%
813
-4
90
$804K 0.2%
66,683
-2,603
91
$780K 0.2%
16,075
+700
92
$735K 0.19%
11,409
-769
93
$726K 0.18%
13,857
-1,151
94
$717K 0.18%
2,491
+3
95
$698K 0.18%
10,675
-500
96
$663K 0.17%
4,912
+1,202
97
$654K 0.17%
3,196
+129
98
$649K 0.16%
7,961
-565
99
$621K 0.16%
3,336
+634
100
$605K 0.15%
5,575
2 3
4
5 6