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
$394M
AUM Growth
+$40.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
220
New
Increased
Reduced
Closed

Top Buys

1
+$1.24M
2
+$1.12M
3
+$1,000K
4
BKLC icon
BNY Mellon US Large Cap Core Equity ETF
BKLC
+$915K
5
RSHO icon
Tema American Reshoring ETF
RSHO
+$820K

Top Sells

1
+$555K
2
+$396K
3
+$394K
4
FITB
Fifth Third Bancorp
FITB
+$394K
5
IRM icon
Iron Mountain
IRM
+$383K

Sector Composition

1 Technology 8.19%
2 Financials 7.38%
3 Consumer Discretionary 4.12%
4 Communication Services 3.49%
5 Healthcare 2.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$38.2M 9.68%
61,475
+1,955
2
$20.2M 5.12%
111,111
+2,649
3
$19.9M 5.05%
32,207
+591
4
$16.7M 4.22%
140,671
+8,369
5
$16.2M 4.1%
33,261
-68
6
$14.4M 3.66%
26,138
+2,010
7
$11.5M 2.91%
52,345
+1,515
8
$11M 2.78%
53,469
-1,237
9
$9.01M 2.28%
57,017
+2,270
10
$7.88M 2%
70,165
+805
11
$7.47M 1.89%
56,025
+410
12
$6.51M 1.65%
13,097
+84
13
$6.48M 1.64%
21,245
+145
14
$6.03M 1.53%
29,459
+20
15
$5.84M 1.48%
33,701
-965
16
$5.43M 1.38%
30,584
-471
17
$5.06M 1.28%
53,920
+2,719
18
$4.77M 1.21%
35,766
+6
19
$4.57M 1.16%
5,858
+155
20
$4.55M 1.15%
14,977
-114
21
$4.41M 1.12%
201,276
-26,104
22
$4.4M 1.11%
86,707
+3,565
23
$4.12M 1.04%
29,626
+2,610
24
$3.65M 0.93%
13,570
+57
25
$3.64M 0.92%
24,659
+7
1
2 3 4 5