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
HYD icon
76
VanEck High Yield Muni ETF
HYD
$4.11B
$1.01M 0.23%
19,850
+280
MCD icon
77
McDonald's
MCD
$216B
$939K 0.21%
3,072
DTE icon
78
DTE Energy
DTE
$30.5B
$937K 0.21%
7,267
+239
STWD icon
79
Starwood Property Trust
STWD
$6.73B
$929K 0.21%
51,562
+976
FITE
80
State Street SPDR S&P Kensho Future Security ETF
FITE
$119M
$913K 0.21%
10,697
FTCS icon
81
First Trust Capital Strength ETF
FTCS
$7.87B
$905K 0.21%
9,781
-725
FUMB icon
82
First Trust Ultra Short Duration Municipal ETF
FUMB
$239M
$888K 0.2%
44,253
+848
PGR icon
83
Progressive
PGR
$120B
$884K 0.2%
3,884
-4,381
XAR icon
84
State Street SPDR S&P Aerospace & Defense ETF
XAR
$5.99B
$865K 0.2%
3,587
+220
XLV icon
85
State Street Health Care Select Sector SPDR ETF
XLV
$38.3B
$861K 0.2%
5,563
-325
UTWO icon
86
US Treasury 2 Year Note ETF
UTWO
$440M
$837K 0.19%
17,234
+759
PSL icon
87
Invesco Dorsey Wright Consumer Staples Momentum ETF
PSL
$90.2M
$835K 0.19%
8,311
-10
ABT icon
88
Abbott
ABT
$159B
$813K 0.19%
6,489
-127
ITA icon
89
iShares US Aerospace & Defense ETF
ITA
$13.4B
$811K 0.18%
3,778
-530
WUGI icon
90
AXS Esoterica NextG Economy ETF
WUGI
$30.9M
$766K 0.17%
10,582
-7
RFI
91
Cohen & Steers Total Return Realty Fund
RFI
$308M
$753K 0.17%
68,187
+1,150
CEF icon
92
Sprott Physical Gold and Silver Trust
CEF
$9.26B
$749K 0.17%
16,358
GS icon
93
Goldman Sachs
GS
$277B
$746K 0.17%
849
+1
ITOT icon
94
iShares Core S&P Total US Stock Market ETF
ITOT
$87.8B
$732K 0.17%
4,923
+6
VRT icon
95
Vertiv
VRT
$124B
$721K 0.16%
4,451
-7
KXI icon
96
iShares Global Consumer Staples ETF
KXI
$1B
$663K 0.15%
10,250
-425
XLK icon
97
State Street Technology Select Sector SPDR ETF
XLK
$100B
$661K 0.15%
4,594
-100
VUG icon
98
Vanguard Growth ETF
VUG
$35.1B
$660K 0.15%
1,354
+20
LRCX icon
99
Lam Research
LRCX
$329B
$658K 0.15%
3,844
NUKZ icon
100
Range Nuclear Renaissance Index ETF
NUKZ
$880M
$655K 0.15%
10,307
+1,329
2 3
4
5 6