WCM

WealthBridge Capital Management Portfolio holdings

AUM $394M
1-Year Est. Return 17.03%
This Quarter Est. Return
1 Year Est. Return
+17.03%
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
+$1.35M
2
+$1.21M
3
+$1.11M
4
BKLC icon
BNY Mellon US Large Cap Core Equity ETF
BKLC
+$991K
5
RSHO icon
Tema American Reshoring ETF
RSHO
+$894K

Top Sells

1
+$571K
2
+$422K
3
+$417K
4
IR icon
Ingersoll Rand
IR
+$396K
5
FITB icon
Fifth Third Bancorp
FITB
+$394K

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
ORLY icon
126
O'Reilly Automotive
ORLY
$86B
$458K 0.12%
5,085
+2,805
GE icon
127
GE Aerospace
GE
$325B
$455K 0.12%
1,766
+173
MO icon
128
Altria Group
MO
$107B
$453K 0.11%
+7,719
SCHI icon
129
Schwab 5-10 Year Corporate Bond ETF
SCHI
$9.27B
$450K 0.11%
19,756
-414
IGSB icon
130
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
$21.4B
$445K 0.11%
8,436
+82
IRM icon
131
Iron Mountain
IRM
$30.8B
$439K 0.11%
4,284
-4,068
ROP icon
132
Roper Technologies
ROP
$55.4B
$437K 0.11%
772
-42
MTUM icon
133
iShares MSCI USA Momentum Factor ETF
MTUM
$19.2B
$427K 0.11%
1,775
IDLV icon
134
Invesco S&P International Developed Low Volatility ETF
IDLV
$328M
$425K 0.11%
12,830
+170
PWR icon
135
Quanta Services
PWR
$65.2B
$419K 0.11%
+1,108
MOAT icon
136
VanEck Morningstar Wide Moat ETF
MOAT
$15.7B
$406K 0.1%
4,326
-3,380
MQY icon
137
BlackRock MuniYield Quality Fund
MQY
$835M
$403K 0.1%
36,265
-3,000
ONON icon
138
On Holding
ONON
$14B
$403K 0.1%
7,739
+1,408
RTX icon
139
RTX Corp
RTX
$232B
$402K 0.1%
2,754
+1
MUB icon
140
iShares National Muni Bond ETF
MUB
$40.4B
$396K 0.1%
3,789
+579
IBMO icon
141
iShares iBonds Dec 2026 Term Muni Bond ETF
IBMO
$522M
$395K 0.1%
15,433
+773
WMT icon
142
Walmart
WMT
$847B
$387K 0.1%
3,957
-35
NUKZ icon
143
Range Nuclear Renaissance Index ETF
NUKZ
$627M
$387K 0.1%
+6,841
FI icon
144
Fiserv
FI
$68.5B
$384K 0.1%
2,229
ASML icon
145
ASML
ASML
$398B
$384K 0.1%
479
-4
IBM icon
146
IBM
IBM
$263B
$375K 0.1%
1,272
-19
BAC icon
147
Bank of America
BAC
$378B
$372K 0.09%
7,866
+11
JNJ icon
148
Johnson & Johnson
JNJ
$462B
$368K 0.09%
2,410
+130
LRCX icon
149
Lam Research
LRCX
$183B
$359K 0.09%
+3,691
IBMP icon
150
iShares iBonds Dec 2027 Term Muni Bond ETF
IBMP
$561M
$359K 0.09%
14,143
+778
4 5
6
7 8