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
126
$273K 0.11%
+5,948
127
$270K 0.11%
3,189
+26
128
$267K 0.11%
1,032
+1
129
$266K 0.11%
+9,308
130
$255K 0.1%
699
-151
131
$254K 0.1%
+1,888
132
$244K 0.1%
15,365
133
$239K 0.1%
666
+10
134
$235K 0.1%
720
135
$235K 0.1%
8,405
136
$235K 0.1%
+7,713
137
$235K 0.1%
1,847
+154
138
$232K 0.09%
34,000
139
$231K 0.09%
898
-421
140
$228K 0.09%
2,407
-270
141
$227K 0.09%
1,135
-50
142
$226K 0.09%
3,680
143
$225K 0.09%
2,309
144
$224K 0.09%
+7,380
145
$221K 0.09%
+4,088
146
$219K 0.09%
543
-28
147
$217K 0.09%
12,518
148
$216K 0.09%
4,870
149
$215K 0.09%
1,969
-11
150
$212K 0.09%
3,273
-179
3 4 5
6
7