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
201
$220K 0.05%
35,257
-2,650
202
$218K 0.05%
1,185
+15
203
$215K 0.05%
4,882
+6
204
$211K 0.05%
431
+3
205
$208K 0.05%
+416
206
$207K 0.05%
1,332
-302
207
$203K 0.05%
+3,419
208
$188K 0.04%
31,050
209
$157K 0.04%
17,257
210
$130K 0.03%
10,650
-2,900
211
$92.4K 0.02%
10,000
212
$63.1K 0.01%
11,700
-1,300
213
$35.9K 0.01%
1,393
214
$999 ﹤0.01%
+12,812
215
– –
-479
216
– –
-3,336
217
– –
-6,703
218
– –
-1,301
219
– –
-10,616
220
– –
-22,114
5 6 7 8
9