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
51
$1.02M 0.41%
41,964
+168
52
$1.01M 0.4%
9,135
-19,960
53
$988K 0.39%
9,178
-1,397
54
$983K 0.39%
6,300
55
$970K 0.39%
4,404
+51
56
$964K 0.39%
22,790
-2,370
57
$952K 0.38%
3,190
+3
58
$951K 0.38%
2,027
+489
59
$943K 0.38%
3,970
-104
60
$924K 0.37%
4,988
-5,375
61
$886K 0.35%
3,086
-176
62
$822K 0.33%
6,870
-38
63
$819K 0.33%
22,505
-780
64
$815K 0.33%
+9,390
65
$800K 0.32%
1,665
+62
66
$755K 0.3%
40,551
-1,488
67
$717K 0.29%
8,261
68
$703K 0.28%
11,489
-420
69
$700K 0.28%
6,422
+31
70
$686K 0.27%
15,580
+200
71
$662K 0.26%
13,077
-55
72
$659K 0.26%
6,614
-155
73
$650K 0.26%
14,304
74
$636K 0.25%
1,616
-97
75
$634K 0.25%
20,170
+1,262
1 2
3
4 5