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
1
$21.9M 8.2%
48,331
+369
2
$13.6M 5.09%
30,120
-803
3
$11.8M 4.42%
33,464
-1,020
4
$11.3M 4.22%
71,536
-871
5
$11M 4.1%
464,203
+13,909
6
$10.8M 4.02%
61,585
+512
7
$8.43M 3.15%
23,249
+2,652
8
$8.42M 3.15%
51,660
+580
9
$4.96M 1.86%
35,540
-80
10
$4.68M 1.75%
72,336
+1,470
11
$4.54M 1.7%
44,091
+2,590
12
$4.38M 1.64%
39,016
+791
13
$4.22M 1.58%
22,464
-2,655
14
$4.13M 1.54%
82,395
+1,254
15
$4.08M 1.53%
17,930
+43
16
$3.99M 1.49%
24,621
-1,508
17
$3.98M 1.49%
51,352
-2,776
18
$3.79M 1.42%
44,631
+14,068
19
$3.59M 1.34%
36,585
-733
20
$3.25M 1.21%
10,530
+2,679
21
$3.1M 1.16%
15,109
-4
22
$2.91M 1.09%
43,847
-3,077
23
$2.58M 0.96%
14,254
+180
24
$2.53M 0.95%
74,800
-8,570
25
$2.46M 0.92%
36,744
-2,264
1
2 3 4 5