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
76
$662K 0.25%
6,155
-1,131
77
$645K 0.24%
8,508
+3
78
$644K 0.24%
28,937
+884
79
$629K 0.24%
14,530
+502
80
$616K 0.23%
6,132
+2
81
$615K 0.23%
1,408
-743
82
$609K 0.23%
923
-10
83
$560K 0.21%
4,485
+215
84
$553K 0.21%
6,590
-1,360
85
$543K 0.2%
9,856
+220
86
$521K 0.2%
5,039
+1,963
87
$520K 0.19%
10,250
-697
88
$512K 0.19%
26,400
-600
89
$498K 0.19%
5,870
+757
90
$485K 0.18%
16,068
-1,568
91
$481K 0.18%
5,622
92
$479K 0.18%
1,381
+14
93
$474K 0.18%
16,834
-2,259
94
$472K 0.18%
3,012
+51
95
$464K 0.17%
14,555
+226
96
$437K 0.16%
34,822
97
$437K 0.16%
50,777
-9,472
98
$430K 0.16%
3,635
-197
99
$426K 0.16%
3,820
+180
100
$420K 0.16%
2,184
-217
2 3
4
5 6