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
76
$996K 0.23%
19,570
-290
77
$994K 0.23%
7,028
+4,521
78
$984K 0.23%
10,506
-669
79
$980K 0.23%
50,586
+351
80
$952K 0.22%
10,589
+63
81
$934K 0.22%
3,072
82
$915K 0.21%
10,697
-199
83
$915K 0.21%
8,321
84
$901K 0.21%
4,308
-150
85
$898K 0.21%
38,949
+822
86
$886K 0.21%
6,616
-22
87
$872K 0.2%
43,405
+1,479
88
$819K 0.19%
5,888
-2,964
89
$811K 0.19%
67,037
+354
90
$800K 0.19%
16,475
+400
91
$791K 0.19%
3,367
+707
92
$747K 0.18%
2,507
+16
93
$724K 0.17%
783
-30
94
$716K 0.17%
4,917
+5
95
$700K 0.16%
12,988
-869
96
$689K 0.16%
3,384
+188
97
$687K 0.16%
10,675
98
$676K 0.16%
848
+353
99
$673K 0.16%
4,458
+401
100
$662K 0.16%
4,694
2 3
4
5 6