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
1
$42.2M 9.91%
63,113
+1,638
2
$21.2M 4.98%
31,832
-375
3
$21M 4.92%
110,592
-519
4
$18.2M 4.26%
141,473
+802
5
$16.3M 3.82%
32,345
-916
6
$16M 3.76%
26,715
+577
7
$13.1M 3.08%
51,574
-1,895
8
$11.1M 2.61%
50,639
-1,706
9
$10.6M 2.48%
56,672
-345
10
$8.71M 2.04%
69,165
-1,000
11
$8.17M 1.92%
57,943
+1,918
12
$7.61M 1.79%
21,410
+165
13
$7.16M 1.68%
29,378
-1,206
14
$6.72M 1.58%
12,977
-120
15
$6.57M 1.54%
30,448
+989
16
$6.51M 1.53%
33,250
-451
17
$5.29M 1.24%
55,554
+1,634
18
$4.92M 1.15%
14,983
+6
19
$4.89M 1.15%
32,341
+2,715
20
$4.72M 1.11%
19,518
+3,629
21
$4.69M 1.1%
35,766
22
$4.68M 1.1%
92,292
+5,585
23
$4.33M 1.02%
5,675
-183
24
$4.26M 1%
189,673
-11,603
25
$4.07M 0.96%
42,109
+5,821
1
2 3 4 5