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
126
$346K 0.13%
20,213
+2,600
127
$331K 0.12%
2,502
128
$327K 0.12%
11,305
129
$317K 0.12%
3,739
+2
130
$313K 0.12%
+3,129
131
$313K 0.12%
23,204
-866
132
$309K 0.12%
741
-60
133
$307K 0.11%
+6,562
134
$306K 0.11%
4,929
+1,432
135
$301K 0.11%
22,923
-9,000
136
$301K 0.11%
1,101
-23
137
$299K 0.11%
2,700
-675
138
$294K 0.11%
1,215
-35
139
$289K 0.11%
+7,000
140
$289K 0.11%
378
-11
141
$283K 0.11%
4,444
+1,105
142
$282K 0.11%
1,346
143
$281K 0.11%
2,819
+508
144
$281K 0.11%
595
+76
145
$273K 0.1%
+11,329
146
$272K 0.1%
14,018
+1,500
147
$267K 0.1%
928
+42
148
$264K 0.1%
15,450
149
$258K 0.1%
2,547
+1
150
$256K 0.1%
3,348
-260
4 5
6
7 8