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
126
$315K 0.13%
12,490
+31
127
$313K 0.13%
17,358
128
$310K 0.12%
700
-29
129
$309K 0.12%
2,633
-98
130
$309K 0.12%
762
-221
131
$308K 0.12%
6,191
+455
132
$299K 0.12%
1,058
+42
133
$293K 0.12%
14,646
-2,125
134
$292K 0.12%
3,267
-138
135
$287K 0.11%
11,799
+102
136
$285K 0.11%
3,841
137
$279K 0.11%
11,111
+27
138
$277K 0.11%
13,855
+41
139
$275K 0.11%
2,503
140
$274K 0.11%
10,635
-668
141
$271K 0.11%
10,786
+421
142
$269K 0.11%
11,402
143
$269K 0.11%
2,669
+5
144
$269K 0.11%
1,211
-79
145
$266K 0.11%
8,595
-447
146
$260K 0.1%
1,224
-944
147
$260K 0.1%
4,468
-269
148
$254K 0.1%
6,487
-960
149
$254K 0.1%
+3,566
150
$254K 0.1%
3,953
-6,724
4 5
6
7 8