WCM

WealthBridge Capital Management Portfolio holdings

AUM $394M
1-Year Est. Return 17.03%
This Quarter Est. Return
1 Year Est. Return
+17.03%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$267M
AUM Growth
-$472K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
195
New
Increased
Reduced
Closed

Top Buys

1
+$1.31M
2
+$1.23M
3
+$1.19M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$961K
5
PEP icon
PepsiCo
PEP
+$902K

Top Sells

1
+$542K
2
+$526K
3
+$499K
4
FTCS icon
First Trust Capital Strength ETF
FTCS
+$460K
5
XLI icon
Industrial Select Sector SPDR Fund
XLI
+$454K

Sector Composition

1 Financials 7.05%
2 Technology 6.23%
3 Consumer Discretionary 5.38%
4 Communication Services 3.97%
5 Healthcare 2.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.33M 0.87%
31,590
+17,784
27
$2.32M 0.87%
6,462
+114
28
$2.23M 0.83%
21,631
-4,405
29
$2.12M 0.79%
15,537
+4,846
30
$2.05M 0.77%
20,704
-10
31
$1.77M 0.66%
6,363
+11
32
$1.75M 0.65%
11,236
-414
33
$1.74M 0.65%
10,718
+756
34
$1.71M 0.64%
3,484
35
$1.71M 0.64%
10,197
+5,390
36
$1.66M 0.62%
45,320
-3,725
37
$1.59M 0.59%
12,416
-138
38
$1.59M 0.59%
4,582
-865
39
$1.5M 0.56%
4,018
+68
40
$1.5M 0.56%
14,022
-59
41
$1.5M 0.56%
9,812
-203
42
$1.42M 0.53%
11,363
-257
43
$1.4M 0.52%
10,209
-266
44
$1.38M 0.51%
15,136
+24
45
$1.31M 0.49%
16,758
-5,885
46
$1.27M 0.47%
19,268
-291
47
$1.25M 0.47%
13,302
+3,244
48
$1.25M 0.47%
5,624
-517
49
$1.23M 0.46%
64,843
+4,761
50
$1.23M 0.46%
+32,894
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