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
51
$1.09M 0.44%
44,877
+195
52
$1.08M 0.44%
9,962
+50
53
$1.06M 0.43%
7,188
+2,919
54
$1.04M 0.43%
4,001
-113
55
$1.01M 0.41%
18,086
-5,970
56
$1M 0.41%
89,728
+1,499
57
$965K 0.39%
9,436
+2,998
58
$924K 0.38%
15,909
-950
59
$914K 0.37%
10,739
-219
60
$907K 0.37%
4,098
-16
61
$845K 0.34%
3,989
-138
62
$811K 0.33%
24,459
+2,913
63
$806K 0.33%
8,701
-300
64
$801K 0.33%
15,685
+8,103
65
$794K 0.32%
+5,614
66
$793K 0.32%
20,650
+1,491
67
$786K 0.32%
6,558
68
$772K 0.31%
6,216
+51
69
$771K 0.31%
2
70
$770K 0.31%
15,273
+1,713
71
$768K 0.31%
8,031
72
$764K 0.31%
8,854
-136
73
$761K 0.31%
10,171
-896
74
$758K 0.31%
5,706
-616
75
$727K 0.3%
22,345
1 2
3
4 5