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
126
$458K 0.12%
5,085
+2,805
127
$455K 0.12%
1,766
+173
128
$453K 0.11%
+7,719
129
$450K 0.11%
19,756
-414
130
$445K 0.11%
8,436
+82
131
$439K 0.11%
4,284
-4,068
132
$437K 0.11%
772
-42
133
$427K 0.11%
1,775
134
$425K 0.11%
12,830
+170
135
$419K 0.11%
+1,108
136
$406K 0.1%
4,326
-3,380
137
$403K 0.1%
36,265
-3,000
138
$403K 0.1%
7,739
+1,408
139
$402K 0.1%
2,754
+1
140
$396K 0.1%
3,789
+579
141
$395K 0.1%
15,433
+773
142
$387K 0.1%
3,957
-35
143
$387K 0.1%
+6,841
144
$384K 0.1%
2,229
145
$384K 0.1%
479
-4
146
$375K 0.1%
1,272
-19
147
$372K 0.09%
7,866
+11
148
$368K 0.09%
2,410
+130
149
$359K 0.09%
+3,691
150
$359K 0.09%
14,143
+778
4 5
6
7 8