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
151
$253K 0.1%
3,605
-4
152
$253K 0.1%
1,609
-6,574
153
$246K 0.1%
5,788
-128
154
$245K 0.1%
3,680
155
$243K 0.1%
4,314
156
$242K 0.1%
+1,164
157
$240K 0.1%
2,895
-1,448
158
$239K 0.1%
14,170
-1,117
159
$233K 0.09%
2,485
160
$232K 0.09%
1,098
+17
161
$230K 0.09%
15,550
162
$230K 0.09%
3,812
-2,171
163
$227K 0.09%
+924
164
$226K 0.09%
+4,092
165
$224K 0.09%
7,800
+200
166
$224K 0.09%
2,209
167
$219K 0.09%
1,069
-63
168
$217K 0.09%
5,840
-3,464
169
$216K 0.09%
8,226
+10
170
$215K 0.09%
468
-4
171
$214K 0.09%
456
-17
172
$212K 0.08%
18,286
-3,000
173
$205K 0.08%
+997
174
$204K 0.08%
177
-14
175
$178K 0.07%
12,000
5 6
7
8 9