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
126
$389K 0.11%
16,358
-1,000
127
$370K 0.1%
2,404
+1
128
$369K 0.1%
1,605
+297
129
$369K 0.1%
1,785
+10
130
$366K 0.1%
14,358
+1,470
131
$362K 0.1%
8,238
+114
132
$361K 0.1%
12,969
-2,700
133
$360K 0.1%
+3,171
134
$356K 0.1%
3,937
-219
135
$356K 0.1%
2,145
+145
136
$353K 0.1%
15,559
+7
137
$353K 0.1%
5,788
-250
138
$351K 0.1%
40,892
-3,962
139
$347K 0.1%
2,396
-16
140
$344K 0.1%
6,289
+8
141
$334K 0.09%
1,455
-10
142
$328K 0.09%
13,062
+1,479
143
$328K 0.09%
4,135
+923
144
$319K 0.09%
4,269
+42
145
$306K 0.09%
1,442
+329
146
$306K 0.09%
2,498
-509
147
$306K 0.09%
+1,419
148
$305K 0.08%
2,209
149
$304K 0.08%
20,037
-689
150
$302K 0.08%
2,505
4 5
6
7 8