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
151
$299K 0.08%
12,438
+9
152
$298K 0.08%
3,680
153
$298K 0.08%
2,218
154
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155
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159
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160
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161
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162
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163
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10,048
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164
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165
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738
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171
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172
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173
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174
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175
$249K 0.07%
6,182
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