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
151
$354K 0.09%
5,709
+17
152
$350K 0.09%
495
+15
153
$348K 0.09%
8,214
-7,338
154
$345K 0.09%
12,806
+9
155
$343K 0.09%
+640
156
$334K 0.08%
13,181
-64
157
$333K 0.08%
2,209
158
$332K 0.08%
2,507
159
$329K 0.08%
2,222
+4
160
$326K 0.08%
6,703
+974
161
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839
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162
$324K 0.08%
12,732
+680
163
$320K 0.08%
2,384
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164
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3,460
165
$316K 0.08%
2,009
-51
166
$312K 0.08%
13,075
-1,492
167
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2,622
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168
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169
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4,389
170
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1,099
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171
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759
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172
$292K 0.07%
12,837
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173
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3,594
+142
174
$289K 0.07%
3,888
+16
175
$286K 0.07%
2,758
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5 6
7
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