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
$360M
AUM Growth
+$11.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
214
New
Increased
Reduced
Closed

Top Buys

1
+$1.44M
2
+$1.39M
3
+$932K
4
UWM icon
ProShares Ultra Russell2000
UWM
+$764K
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$600K

Top Sells

1
+$901K
2
+$732K
3
+$381K
4
IBMM
iShares iBonds Dec 2024 Term Muni Bond ETF
IBMM
+$337K
5
LMT icon
Lockheed Martin
LMT
+$258K

Sector Composition

1 Technology 8.43%
2 Financials 7.5%
3 Consumer Discretionary 4.57%
4 Communication Services 3.32%
5 Healthcare 2.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.19M 0.89%
76,618
+1,605
27
$2.91M 0.81%
5,532
28
$2.89M 0.8%
24,219
+3,382
29
$2.69M 0.75%
6,657
+10
30
$2.61M 0.73%
10,898
-109
31
$2.54M 0.71%
25,500
+1,031
32
$2.53M 0.7%
4,443
+188
33
$2.5M 0.69%
6,228
+106
34
$2.43M 0.67%
12,716
-146
35
$2.39M 0.66%
4,074
+51
36
$2.35M 0.65%
48,757
+4,583
37
$2.31M 0.64%
32,982
-209
38
$2.31M 0.64%
21,650
-113
39
$2.23M 0.62%
12,573
+317
40
$2.22M 0.62%
54,914
+9,956
41
$2.14M 0.59%
27,746
+5,217
42
$2.02M 0.56%
15,418
+58
43
$1.96M 0.54%
8,160
-83
44
$1.94M 0.54%
64,289
-2,864
45
$1.82M 0.51%
4,283
+1
46
$1.79M 0.5%
116,042
+22,284
47
$1.6M 0.44%
14,860
+651
48
$1.55M 0.43%
8,195
-180
49
$1.52M 0.42%
85,844
+3,357
50
$1.49M 0.41%
10,839
-1,590
1
2
3 4 5