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
$348M
AUM Growth
+$46.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
214
New
Increased
Reduced
Closed

Top Buys

1
+$2.66M
2
+$1.86M
3
+$1.8M
4
LLY icon
Eli Lilly
LLY
+$1.69M
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$1.21M

Top Sells

1
+$786K
2
+$213K
3
+$207K
4
QCOM icon
Qualcomm
QCOM
+$204K
5
SMB icon
VanEck Short Muni ETF
SMB
+$191K

Sector Composition

1 Technology 8.1%
2 Financials 7.65%
3 Consumer Discretionary 4%
4 Healthcare 3.48%
5 Communication Services 3.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$216K 0.06%
20,500
202
$215K 0.06%
+435
203
$214K 0.06%
+3,383
204
$203K 0.06%
+7,580
205
$150K 0.04%
17,257
206
$137K 0.04%
34,822
207
$123K 0.04%
10,283
208
$97.5K 0.03%
10,000
209
$74.4K 0.02%
13,000
210
– –
-1,023
211
– –
-11,220
212
– –
-9,590
213
– –
-1,570
214
– –
-793
5 6 7 8
9