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
51
$1.46M 0.41%
18,782
+48
52
$1.44M 0.4%
4,564
+127
53
$1.43M 0.4%
8,512
-309
54
$1.39M 0.38%
13,181
+322
55
$1.38M 0.38%
1,550
+14
56
$1.36M 0.38%
2
57
$1.3M 0.36%
47,665
+1,360
58
$1.29M 0.36%
15,946
-164
59
$1.23M 0.34%
9,804
-509
60
$1.22M 0.34%
64,520
+4,504
61
$1.2M 0.33%
24,282
+177
62
$1.13M 0.31%
10,745
+32
63
$1.13M 0.31%
9,846
+2,503
64
$1.05M 0.29%
47,285
+5,459
65
$1.03M 0.29%
3,910
66
$1.03M 0.29%
10,228
+409
67
$1M 0.28%
4,324
+523
68
$994K 0.28%
1,965
+23
69
$989K 0.27%
11,260
-525
70
$978K 0.27%
19,286
+2,470
71
$978K 0.27%
7,651
+551
72
$973K 0.27%
15,331
-176
73
$961K 0.27%
18,520
+4,900
74
$919K 0.26%
1,706
+3
75
$869K 0.24%
2,996
1 2
3
4 5