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
101
$568K 0.16%
8,478
+1,000
102
$547K 0.15%
3,006
+410
103
$547K 0.15%
2,351
104
$546K 0.15%
2,947
+518
105
$544K 0.15%
4,120
-70
106
$536K 0.15%
27,110
+1,250
107
$534K 0.15%
1,372
-97
108
$527K 0.15%
2,506
109
$515K 0.14%
26,400
110
$511K 0.14%
5,034
111
$500K 0.14%
1,217
-20
112
$487K 0.14%
42,265
113
$477K 0.13%
3,705
+7
114
$468K 0.13%
752
-44
115
$465K 0.13%
5,930
+562
116
$458K 0.13%
2,229
117
$456K 0.13%
5,301
-1,479
118
$432K 0.12%
8,354
+350
119
$431K 0.12%
16,189
+1,414
120
$431K 0.12%
20,600
+950
121
$430K 0.12%
7,278
+35
122
$421K 0.12%
19,084
+700
123
$411K 0.11%
1,133
+1
124
$398K 0.11%
4,397
+744
125
$391K 0.11%
752
+132
3 4
5
6 7