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
$234M
AUM Growth
-$33M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
214
New
Increased
Reduced
Closed

Top Buys

1
+$1.9M
2
+$1.16M
3
+$1M
4
LOW icon
Lowe's Companies
LOW
+$973K
5
BTT icon
BlackRock Municipal 2030 Target Term Trust
BTT
+$957K

Top Sells

1
+$2.91M
2
+$2.33M
3
+$1.06M
4
BOTZ icon
Global X Robotics & Artificial Intelligence ETF
BOTZ
+$588K
5
SOXX icon
iShares Semiconductor ETF
SOXX
+$533K

Sector Composition

1 Financials 5.97%
2 Technology 5.71%
3 Consumer Discretionary 5.07%
4 Healthcare 3.25%
5 Communication Services 3.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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214
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-1,006
5 6 7 8
9