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
51
$1.13M 0.42%
44,682
+1,068
52
$1.09M 0.41%
2
53
$1.05M 0.39%
13,125
-1,525
54
$1.03M 0.39%
4,438
+34
55
$1.02M 0.38%
3,905
-6
56
$1M 0.38%
7,179
+7
57
$998K 0.37%
13,572
-4,585
58
$919K 0.34%
23,548
+480
59
$911K 0.34%
1,731
+9
60
$892K 0.33%
3,010
+23
61
$883K 0.33%
15,259
+3,272
62
$881K 0.33%
1,809
+200
63
$856K 0.32%
5,041
-65
64
$843K 0.32%
6,300
65
$807K 0.3%
11,531
+132
66
$776K 0.29%
14,406
+100
67
$765K 0.29%
40,367
-1,529
68
$756K 0.28%
8,261
69
$742K 0.28%
21,532
-38
70
$722K 0.27%
6,670
+56
71
$691K 0.26%
6,277
-76
72
$689K 0.26%
1,616
-19
73
$671K 0.25%
31,924
+359
74
$668K 0.25%
11,269
-640
75
$664K 0.25%
3,451
1 2
3
4 5