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
1
$20.5M 8.2%
46,041
+1,547
2
$14.6M 5.83%
97,380
-4,384
3
$13.4M 5.36%
30,230
-331
4
$11.6M 4.66%
60,045
-2,713
5
$11.5M 4.59%
33,673
-270
6
$9.33M 3.73%
448,870
-34,554
7
$6.92M 2.76%
18,722
-1,322
8
$6.82M 2.73%
52,342
-2,169
9
$5.01M 2%
47,191
+414
10
$4.7M 1.88%
71,742
+288
11
$4.61M 1.84%
55,273
+614
12
$4.4M 1.76%
36,338
-1,214
13
$4.19M 1.67%
25,769
+210
14
$3.94M 1.57%
36,188
-1,639
15
$3.91M 1.56%
17,748
-147
16
$3.75M 1.5%
74,583
-8,018
17
$3.7M 1.48%
10,870
-1,667
18
$3.5M 1.4%
47,087
-229
19
$3.32M 1.33%
36,778
+206
20
$3.07M 1.23%
11,738
-1,751
21
$3.03M 1.21%
16,205
+261
22
$2.9M 1.16%
16,254
+485
23
$2.45M 0.98%
73,175
-1,245
24
$2.41M 0.96%
14,762
-151
25
$2.28M 0.91%
24,203
+6,337
1
2 3 4 5