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
176
$172K 0.07%
11,535
177
$158K 0.06%
13,675
+910
178
$137K 0.05%
14,125
179
$124K 0.05%
15,691
+330
180
$90.4K 0.04%
10,000
181
$66.3K 0.03%
13,000
182
$20.8K 0.01%
+10,000
183
– –
-2,834
184
– –
-2,798
185
– –
-17,378
186
– –
-7,031
187
– –
-3,129
188
– –
-32,601
189
– –
-3,855
190
– –
-8,335
191
– –
-22,316
192
– –
-5,385
193
– –
-4,145
194
– –
-15,591
195
– –
-5,553
196
– –
-3,836
197
– –
-2,962
198
– –
-1,750
199
– –
-514
200
– –
-6,885
5 6 7
8
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