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
151
$255K 0.1%
+2,511
152
$254K 0.1%
3,501
153
$252K 0.09%
3,680
154
$252K 0.09%
+190
155
$250K 0.09%
2,336
+5
156
$249K 0.09%
2,300
-323
157
$249K 0.09%
+2,824
158
$248K 0.09%
+4,705
159
$248K 0.09%
5,456
+920
160
$247K 0.09%
+4,872
161
$246K 0.09%
+1,435
162
$243K 0.09%
4,952
-4,009
163
$243K 0.09%
1,735
+300
164
$240K 0.09%
+4,836
165
$236K 0.09%
2,209
-100
166
$231K 0.09%
+2,810
167
$230K 0.09%
6,092
+1,004
168
$230K 0.09%
+1,750
169
$229K 0.09%
4,314
+50
170
$226K 0.08%
+2,677
171
$224K 0.08%
1,006
+9
172
$217K 0.08%
12,000
173
$217K 0.08%
+491
174
$215K 0.08%
+3,874
175
$215K 0.08%
1,409
-122
4 5 6
7
8