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
151
$237K 0.09%
1,447
-21
152
$236K 0.09%
15,550
153
$229K 0.09%
18,765
+5,090
154
$228K 0.09%
2,666
-1,017
155
$227K 0.09%
417
+4
156
$226K 0.08%
10,944
-807
157
$224K 0.08%
969
-131
158
$224K 0.08%
+1,895
159
$221K 0.08%
+6,565
160
$221K 0.08%
5,051
-1,521
161
$220K 0.08%
10,755
-444
162
$220K 0.08%
+3,384
163
$219K 0.08%
184
+1
164
$219K 0.08%
+997
165
$217K 0.08%
6,962
-340
166
$217K 0.08%
+6,151
167
$216K 0.08%
13,544
+2,009
168
$214K 0.08%
+473
169
$206K 0.08%
+3,982
170
$205K 0.08%
+784
171
$205K 0.08%
+2,651
172
$203K 0.08%
+2,300
173
$202K 0.08%
3,430
-432
174
$202K 0.08%
20,425
+2,100
175
$200K 0.08%
12,000
4 5 6
7
8