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
101
$533K 0.2%
+3,381
102
$525K 0.2%
20,913
+2,355
103
$522K 0.2%
5,386
-150
104
$522K 0.2%
10,247
+2,954
105
$506K 0.19%
1,006
-9
106
$506K 0.19%
35,033
-2,129
107
$497K 0.19%
+4,977
108
$496K 0.19%
+8,414
109
$494K 0.18%
9,481
-5,264
110
$475K 0.18%
5,863
111
$459K 0.17%
2,765
+547
112
$430K 0.16%
2,025
+6
113
$424K 0.16%
5,546
-56
114
$421K 0.16%
4,171
+235
115
$398K 0.15%
+9,737
116
$394K 0.15%
948
+98
117
$388K 0.15%
23,165
118
$383K 0.14%
1,721
+1
119
$383K 0.14%
5,555
-1,011
120
$382K 0.14%
10,486
-703
121
$356K 0.13%
6,300
122
$356K 0.13%
19,953
+6,489
123
$353K 0.13%
1,720
+365
124
$349K 0.13%
5,500
+800
125
$347K 0.13%
6,949
+5
3 4
5
6 7