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
176
$214K 0.08%
4,102
+259
177
$212K 0.08%
15,365
178
$208K 0.08%
34,000
179
$203K 0.08%
+5,945
180
$202K 0.08%
28,050
-18,500
181
$200K 0.07%
+2,923
182
$177K 0.07%
11,535
183
$137K 0.05%
14,111
+290
184
$131K 0.05%
4,650
185
$115K 0.04%
+10,226
186
$85K 0.03%
+1,600
187
– –
-4,439
188
– –
-7,402
189
– –
-13,542
190
– –
-5,425
191
– –
-1,516
192
– –
-2,935
193
– –
-3,045
194
– –
-4,596
195
– –
-1,449
4 5 6 7
8