WCM

WealthBridge Capital Management Portfolio holdings

AUM $439M
1-Year Est. Return 20.11%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.11%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$302M
AUM Growth
+$5.21M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
202
New
Increased
Reduced
Closed

Top Buys

1
+$823K
2
+$591K
3
+$539K
4
VBF icon
Invesco Bond Fund
VBF
+$466K
5
HYD icon
VanEck High Yield Muni ETF
HYD
+$387K

Top Sells

1
+$1.22M
2
+$900K
3
+$578K
4
TSLA icon
Tesla
TSLA
+$513K
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$507K

Sector Composition

1 Technology 8.37%
2 Financials 6.92%
3 Consumer Discretionary 4.32%
4 Communication Services 3.46%
5 Healthcare 3.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$211K 0.07%
14,700
-1,100
177
$211K 0.07%
+932
178
$211K 0.07%
20,500
+2,000
179
$207K 0.07%
+1,570
180
$204K 0.07%
+1,023
181
$200K 0.07%
+9,981
182
$191K 0.06%
11,220
-2,995
183
$146K 0.05%
17,257
+407
184
$118K 0.04%
10,283
185
$92.1K 0.03%
10,000
186
$71K 0.02%
13,000
187
– –
-551
188
– –
-2,051
189
– –
-4,698
190
– –
-9,703
191
– –
-9,501
192
– –
-474
193
– –
-1,644
194
– –
-454
195
– –
-10,983
196
– –
-2,491
197
– –
-10,741
198
– –
-1,895
199
– –
-19,386
200
– –
-184
5 6 7
8
9