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
76
$618K 0.25%
10,872
-40
77
$607K 0.24%
31,300
78
$604K 0.24%
34,822
79
$600K 0.24%
3,451
-203
80
$591K 0.24%
8,305
-440
81
$590K 0.24%
17,501
+233
82
$584K 0.23%
30,119
+2,141
83
$577K 0.23%
7,103
-154
84
$555K 0.22%
5,930
+1
85
$552K 0.22%
3,826
+1
86
$544K 0.22%
23,123
-728
87
$534K 0.21%
19,508
-286
88
$532K 0.21%
61,130
+115
89
$501K 0.2%
2,535
+6
90
$498K 0.2%
23,218
-1,473
91
$497K 0.2%
923
-58
92
$486K 0.19%
2,937
-2,816
93
$478K 0.19%
9,781
-625
94
$477K 0.19%
3,890
-380
95
$465K 0.19%
4,416
-297
96
$459K 0.18%
+5,377
97
$456K 0.18%
5,622
98
$427K 0.17%
4,704
+127
99
$423K 0.17%
29,377
+17
100
$409K 0.16%
2,952
-2,160
2 3
4
5 6