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
101
$418K 0.16%
11,122
-3,933
102
$414K 0.16%
2,507
+291
103
$412K 0.15%
+8,041
104
$412K 0.15%
5,484
105
$406K 0.15%
3,856
+415
106
$399K 0.15%
7,380
107
$394K 0.15%
3,034
+213
108
$386K 0.14%
2,952
-33
109
$385K 0.14%
3,892
+354
110
$379K 0.14%
783
111
$367K 0.14%
2,902
+150
112
$356K 0.13%
6,780
+5
113
$351K 0.13%
1,220
-24
114
$342K 0.13%
12,014
+1,374
115
$336K 0.13%
1,080
+12
116
$333K 0.12%
5,191
+428
117
$332K 0.12%
17,358
118
$324K 0.12%
6,108
+97
119
$320K 0.12%
12,055
-809
120
$312K 0.12%
1,991
-620
121
$302K 0.11%
20,461
-8,934
122
$299K 0.11%
12,046
+95
123
$294K 0.11%
15,828
-198
124
$291K 0.11%
5,878
+132
125
$286K 0.11%
11,227
-826
3 4
5
6 7