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
$250M
AUM Growth
-$859K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
202
New
Increased
Reduced
Closed

Top Buys

1
+$815K
2
+$690K
3
+$597K
4
ITB icon
iShares US Home Construction ETF
ITB
+$459K
5
XOM icon
Exxon Mobil
XOM
+$438K

Top Sells

1
+$2.2M
2
+$1.38M
3
+$1.03M
4
PEP icon
PepsiCo
PEP
+$996K
5
CSX icon
CSX Corp
CSX
+$976K

Sector Composition

1 Technology 7.04%
2 Financials 6.95%
3 Consumer Discretionary 4.91%
4 Communication Services 2.81%
5 Healthcare 2.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.25M 0.9%
35,837
-1,713
27
$2.23M 0.89%
20,746
-1,107
28
$2.17M 0.87%
13,486
-578
29
$2.14M 0.85%
62,230
+2,225
30
$2.06M 0.82%
21,998
+417
31
$1.79M 0.72%
3,740
+130
32
$1.69M 0.68%
6,157
-165
33
$1.69M 0.68%
12,733
-30
34
$1.59M 0.63%
11,771
+61
35
$1.58M 0.63%
10,851
-4,631
36
$1.55M 0.62%
13,661
-721
37
$1.53M 0.61%
4,454
+3
38
$1.47M 0.59%
19,595
-301
39
$1.33M 0.53%
18,894
-7,352
40
$1.32M 0.53%
8,670
-1,391
41
$1.29M 0.52%
32,868
+939
42
$1.27M 0.51%
12,034
+9
43
$1.26M 0.5%
14,233
-158
44
$1.24M 0.5%
19,567
-147
45
$1.21M 0.49%
11,363
-146
46
$1.16M 0.47%
72,905
-3,936
47
$1.15M 0.46%
10,682
+4,087
48
$1.11M 0.44%
16,608
-606
49
$1.08M 0.43%
8,192
+81
50
$1.04M 0.41%
2
1
2
3 4 5