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
101
$598K 0.15%
4,717
+150
102
$594K 0.15%
4,694
-8
103
$594K 0.15%
8,336
-150
104
$579K 0.15%
4,264
+144
105
$568K 0.14%
1,295
+121
106
$561K 0.14%
2,660
107
$554K 0.14%
5,034
108
$552K 0.14%
4,181
-113
109
$549K 0.14%
+18,987
110
$544K 0.14%
1,484
+205
111
$526K 0.13%
1,687
-110
112
$521K 0.13%
786
+19
113
$521K 0.13%
4,057
+954
114
$521K 0.13%
+8,846
115
$514K 0.13%
2,646
+214
116
$513K 0.13%
4,697
-1,850
117
$511K 0.13%
25,375
-2,585
118
$500K 0.13%
21,950
+750
119
$496K 0.13%
4,980
-840
120
$492K 0.12%
16,358
121
$484K 0.12%
25,700
122
$469K 0.12%
2,203
+484
123
$465K 0.12%
5,159
-778
124
$461K 0.12%
17,212
+717
125
$459K 0.12%
17,294
+3,658
3 4
5
6 7