WCM

WealthBridge Capital Management Portfolio holdings

AUM $426M
1-Year Est. Return 19.08%
This Quarter Est. Return
1 Year Est. Return
+19.08%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$245M
AUM Growth
+$17M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
161
New
Increased
Reduced
Closed

Top Buys

1
+$794K
2
+$643K
3
+$630K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$551K
5
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$453K

Top Sells

1
+$367K
2
+$334K
3
+$324K
4
FDN icon
First Trust Dow Jones Internet Index Fund ETF
FDN
+$304K
5
LMT icon
Lockheed Martin
LMT
+$219K

Sector Composition

1 Financials 5.92%
2 Consumer Discretionary 5.3%
3 Communication Services 4.72%
4 Technology 4.6%
5 Healthcare 2.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.29M 0.93%
59,099
+3,173
27
$2.21M 0.9%
7,505
-201
28
$2.18M 0.89%
32,694
+1,860
29
$2.18M 0.89%
23,100
-381
30
$2.14M 0.87%
30,211
-2,883
31
$2.05M 0.83%
8,677
-113
32
$1.99M 0.81%
12,417
+424
33
$1.79M 0.73%
50,710
+8,880
34
$1.68M 0.69%
16,283
-49
35
$1.64M 0.67%
6,748
+26
36
$1.63M 0.66%
3,414
37
$1.61M 0.66%
10,602
+135
38
$1.6M 0.65%
7,209
+1,182
39
$1.52M 0.62%
10,765
+2,868
40
$1.35M 0.55%
15,338
-1,630
41
$1.35M 0.55%
11,574
42
$1.33M 0.54%
10,564
+1,674
43
$1.27M 0.52%
62,963
-1,926
44
$1.25M 0.51%
10,978
+65
45
$1.25M 0.51%
23,187
46
$1.23M 0.5%
7,660
-262
47
$1.23M 0.5%
13,843
+854
48
$1.21M 0.49%
8,935
-405
49
$1.17M 0.48%
20,332
+14
50
$1.16M 0.47%
20,271
-265
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