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
101
$404K 0.16%
11,163
-735
102
$382K 0.16%
10,543
-698
103
$377K 0.15%
4,115
+29
104
$363K 0.15%
1,030
+2
105
$358K 0.15%
1,545
106
$340K 0.14%
964
107
$340K 0.14%
2,024
+757
108
$339K 0.14%
6,725
109
$338K 0.14%
25,320
-2,000
110
$333K 0.14%
2,942
-1,084
111
$326K 0.13%
1,311
+45
112
$326K 0.13%
5,008
-516
113
$325K 0.13%
18,013
114
$323K 0.13%
4,700
+800
115
$319K 0.13%
2,952
116
$317K 0.13%
2,094
+220
117
$316K 0.13%
21,356
+1,047
118
$312K 0.13%
4,146
119
$310K 0.13%
22,265
120
$298K 0.12%
+12,248
121
$298K 0.12%
1,346
122
$298K 0.12%
19,436
+372
123
$292K 0.12%
+5,958
124
$285K 0.12%
+761
125
$283K 0.12%
375
3 4
5
6 7