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
126
$281K 0.11%
702
-35
127
$276K 0.1%
9,595
-870
128
$276K 0.1%
2,505
+2
129
$272K 0.1%
5,267
+860
130
$268K 0.1%
1,794
+125
131
$267K 0.1%
1,089
+20
132
$264K 0.1%
2,584
+15
133
$263K 0.1%
888
-12
134
$263K 0.1%
4,314
135
$262K 0.1%
3,643
-99
136
$261K 0.1%
21,286
137
$260K 0.1%
3,680
138
$258K 0.1%
3,673
+68
139
$257K 0.1%
454
+3
140
$253K 0.09%
9,745
-834
141
$251K 0.09%
10,207
-1,698
142
$250K 0.09%
6,642
+21
143
$250K 0.09%
9,832
-839
144
$246K 0.09%
+16,205
145
$246K 0.09%
1,850
-6
146
$246K 0.09%
9,599
-762
147
$244K 0.09%
2,491
+6
148
$244K 0.09%
11,502
149
$243K 0.09%
14,199
+15
150
$242K 0.09%
2,209
4 5
6
7 8