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
151
$368K 0.09%
5,709
152
$367K 0.09%
14,399
+256
153
$360K 0.08%
+3,590
154
$355K 0.08%
2,209
155
$354K 0.08%
812
+53
156
$337K 0.08%
2,218
-4
157
$332K 0.08%
7,839
+100
158
$332K 0.08%
12,942
+210
159
$332K 0.08%
1,175
-97
160
$331K 0.08%
3,680
161
$326K 0.08%
3,443
-17
162
$325K 0.08%
1,007
+134
163
$323K 0.08%
12,582
-493
164
$318K 0.07%
12,815
+9
165
$316K 0.07%
4,389
166
$316K 0.07%
2,583
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167
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1,821
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168
$307K 0.07%
34,221
+2,511
169
$302K 0.07%
13,079
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170
$300K 0.07%
1,792
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171
$293K 0.07%
997
172
$287K 0.07%
2,229
173
$285K 0.07%
3,780
+34
174
$282K 0.07%
5,718
+755
175
$281K 0.07%
6,205
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5 6
7
8 9