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
76
$718K 0.29%
3,204
77
$708K 0.29%
3,839
-67
78
$699K 0.28%
7,958
+3,093
79
$676K 0.28%
11,987
+298
80
$665K 0.27%
21,859
+4,289
81
$650K 0.26%
6,300
82
$630K 0.26%
+9,491
83
$629K 0.26%
39,012
-1,488
84
$611K 0.25%
8,867
+2,011
85
$588K 0.24%
36,588
86
$581K 0.24%
1,632
-38
87
$534K 0.22%
1,274
-10
88
$522K 0.21%
8,979
+98
89
$511K 0.21%
4,709
-195
90
$507K 0.21%
3,085
+24
91
$483K 0.2%
1,297
+60
92
$475K 0.19%
2,240
+38
93
$472K 0.19%
5,627
+2,412
94
$459K 0.19%
3,885
-400
95
$455K 0.19%
10,876
-30
96
$453K 0.18%
+13,317
97
$430K 0.18%
18,803
-1,526
98
$427K 0.17%
4,104
99
$424K 0.17%
1,388
-1
100
$418K 0.17%
2,097
-7
2 3
4
5 6