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
51
$1.19M 0.44%
41,024
+7,248
52
$1.14M 0.42%
44,331
-12,178
53
$1.11M 0.42%
45,878
+16,977
54
$1.1M 0.41%
6,556
-418
55
$1.09M 0.41%
24,893
-7,881
56
$1.06M 0.4%
2
57
$1.05M 0.39%
16,524
-1,346
58
$1.03M 0.38%
39,069
-1,200
59
$1.01M 0.38%
10,273
-736
60
$967K 0.36%
5,456
+2,383
61
$940K 0.35%
12,525
+3,246
62
$932K 0.35%
9,819
-156
63
$912K 0.34%
6,560
+460
64
$905K 0.34%
94,438
+4,837
65
$903K 0.34%
7,926
66
$898K 0.34%
2,999
+1,730
67
$889K 0.33%
35,050
68
$874K 0.33%
16,909
+2,242
69
$870K 0.33%
+5,341
70
$866K 0.32%
20,817
71
$863K 0.32%
3,629
-94
72
$855K 0.32%
31,340
+3,640
73
$847K 0.32%
16,355
+6,009
74
$836K 0.31%
3,768
+189
75
$818K 0.31%
22,212
-132
1 2
3
4 5