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
76
$865K 0.24%
8,241
77
$861K 0.24%
7,616
78
$858K 0.24%
45,296
+2,374
79
$815K 0.23%
18,170
+3,450
80
$794K 0.22%
6,890
+251
81
$764K 0.21%
+18,262
82
$743K 0.21%
23,256
+5,957
83
$734K 0.2%
8,571
+614
84
$733K 0.2%
10,111
-1,046
85
$719K 0.2%
785
+41
86
$715K 0.2%
14,875
+4,050
87
$710K 0.2%
61,297
+6,062
88
$700K 0.19%
4,602
-5
89
$688K 0.19%
8,526
-1,860
90
$679K 0.19%
7,321
-46
91
$676K 0.19%
10,096
+50
92
$674K 0.19%
11,175
93
$664K 0.18%
13,748
-199
94
$644K 0.18%
4,430
+200
95
$621K 0.17%
30,925
+5,626
96
$614K 0.17%
13,831
+4,771
97
$605K 0.17%
6,296
98
$600K 0.17%
5,575
-44
99
$592K 0.16%
4,866
-1,099
100
$585K 0.16%
8,422
+1,127
2 3
4
5 6