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
126
$499K 0.12%
25,700
127
$487K 0.11%
14,545
+1,715
128
$475K 0.11%
731
+91
129
$473K 0.11%
17,701
+407
130
$472K 0.11%
2,057
-146
131
$471K 0.11%
8,886
+450
132
$457K 0.11%
17,052
-160
133
$456K 0.11%
19,756
134
$455K 0.11%
1,775
135
$449K 0.11%
2,419
+9
136
$446K 0.1%
4,495
+169
137
$445K 0.1%
15,750
-3,237
138
$439K 0.1%
4,311
+27
139
$432K 0.1%
37,065
+800
140
$421K 0.1%
4,017
-963
141
$415K 0.1%
3,899
+110
142
$410K 0.1%
3,980
+23
143
$407K 0.1%
817
+45
144
$406K 0.1%
7,877
+11
145
$406K 0.1%
2,384
146
$403K 0.09%
15,686
+253
147
$400K 0.09%
839
148
$394K 0.09%
1,142
-545
149
$390K 0.09%
13,181
150
$372K 0.09%
4,765
+877
4 5
6
7 8