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
101
$391K 0.16%
6,657
-95
102
$388K 0.16%
1,248
-1,730
103
$383K 0.15%
18,216
-7,543
104
$381K 0.15%
15,296
-362
105
$379K 0.15%
22,014
-1,266
106
$376K 0.15%
+11,959
107
$375K 0.15%
2,822
-79
108
$369K 0.15%
4,196
+142
109
$367K 0.15%
2,323
+265
110
$366K 0.15%
9,991
-7,048
111
$358K 0.14%
5,367
-1,179
112
$358K 0.14%
+4,487
113
$357K 0.14%
4,811
-282
114
$355K 0.14%
7,039
-200
115
$353K 0.14%
17,131
-2,898
116
$350K 0.14%
13,304
-660
117
$347K 0.14%
6,775
-75
118
$346K 0.14%
+3,611
119
$346K 0.14%
4,904
120
$337K 0.13%
3,441
-6
121
$334K 0.13%
7,800
-419
122
$334K 0.13%
6,585
-660
123
$330K 0.13%
2,825
-21
124
$329K 0.13%
+807
125
$318K 0.13%
5,287
+8
3 4
5
6 7