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
+$24.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
192
New
Increased
Reduced
Closed

Top Buys

1
+$1.39M
2
+$1.24M
3
+$543K
4
WUGI icon
AXS Esoterica NextG Economy ETF
WUGI
+$412K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$379K

Top Sells

1
+$1.3M
2
+$557K
3
+$426K
4
ITB icon
iShares US Home Construction ETF
ITB
+$401K
5
IAK icon
iShares US Insurance ETF
IAK
+$371K

Sector Composition

1 Financials 7.27%
2 Technology 7.21%
3 Consumer Discretionary 4.98%
4 Communication Services 3.27%
5 Healthcare 2.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.38M 0.89%
13,694
+173
27
$2.21M 0.83%
70,482
-1,705
28
$2.16M 0.81%
34,528
-1,037
29
$2.1M 0.79%
22,017
-789
30
$2M 0.75%
3,932
+71
31
$1.99M 0.74%
20,705
-230
32
$1.98M 0.74%
39,920
+10,960
33
$1.94M 0.73%
11,405
+239
34
$1.88M 0.7%
6,186
+22
35
$1.8M 0.68%
3,092
+478
36
$1.79M 0.67%
11,536
-20
37
$1.74M 0.65%
12,734
+1
38
$1.7M 0.64%
14,479
+230
39
$1.66M 0.62%
4,416
-39
40
$1.53M 0.57%
35,895
+1,153
41
$1.42M 0.53%
13,576
+1,268
42
$1.33M 0.5%
11,335
+1
43
$1.32M 0.5%
3,734
+83
44
$1.3M 0.49%
8,191
-92
45
$1.3M 0.49%
8,892
-50
46
$1.29M 0.48%
19,362
+282
47
$1.24M 0.46%
13,179
-860
48
$1.21M 0.45%
71,485
+9,403
49
$1.19M 0.45%
16,909
-1
50
$1.16M 0.43%
11,579
-58
1
2
3 4 5