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
76
$792K 0.3%
3,204
77
$791K 0.3%
6,685
-65
78
$780K 0.29%
12,559
-1,400
79
$721K 0.27%
6,679
+861
80
$717K 0.27%
13,495
+11
81
$707K 0.26%
8,261
-200
82
$698K 0.26%
5,086
+1,134
83
$682K 0.26%
+24,108
84
$666K 0.25%
+13,437
85
$652K 0.24%
17,004
+981
86
$651K 0.24%
1,277
87
$648K 0.24%
20,821
-4,674
88
$644K 0.24%
3,029
-864
89
$635K 0.24%
35,688
-900
90
$632K 0.24%
3,979
-349
91
$619K 0.23%
7,499
+379
92
$613K 0.23%
15,700
-1,745
93
$611K 0.23%
1,709
+120
94
$607K 0.23%
15,839
+6,813
95
$606K 0.23%
5,112
+2,160
96
$588K 0.22%
1,022
+29
97
$562K 0.21%
9,542
+3,731
98
$554K 0.21%
4,325
+100
99
$536K 0.2%
10,106
-433
100
$533K 0.2%
2,051
+224
2 3
4
5 6