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
151
$211K 0.09%
+4,264
152
$211K 0.09%
3,401
+46
153
$202K 0.08%
+2,200
154
$165K 0.07%
19,300
+2,000
155
$155K 0.06%
11,535
156
$121K 0.05%
13,051
+270
157
$24K 0.01%
23,410
158
– –
-11,599
159
– –
-7,114
160
– –
-617
161
– –
-11,755
3 4 5 6
7