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
101
$640K 0.15%
1,334
+39
102
$623K 0.15%
5,275
-300
103
$618K 0.14%
4,553
-164
104
$611K 0.14%
8,336
105
$608K 0.14%
5,637
+552
106
$608K 0.14%
5,034
107
$607K 0.14%
8,844
-2
108
$600K 0.14%
16,358
109
$591K 0.14%
4,222
-42
110
$589K 0.14%
789
+3
111
$589K 0.14%
4,192
+11
112
$586K 0.14%
1,948
+182
113
$584K 0.14%
8,978
+2,137
114
$558K 0.13%
4,697
115
$534K 0.13%
25,675
+300
116
$532K 0.12%
2,612
-34
117
$528K 0.12%
1,302
-182
118
$519K 0.12%
1,252
+144
119
$517K 0.12%
3,091
+337
120
$515K 0.12%
3,844
+153
121
$512K 0.12%
7,751
+32
122
$509K 0.12%
+2,695
123
$509K 0.12%
5,163
+4
124
$505K 0.12%
22,450
+500
125
$503K 0.12%
5,898
-2,063
3 4
5
6 7