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
176
$197K 0.07%
+33,607
177
$192K 0.07%
+11,421
178
$127K 0.05%
16,386
+363
179
$121K 0.05%
+10,983
180
$90.8K 0.03%
10,000
181
$67.2K 0.03%
13,000
182
$31.8K 0.01%
10,000
183
– –
-12,570
184
– –
-4,052
185
– –
-5,109
186
– –
-5,403
187
– –
-2,699
188
– –
-4,818
189
– –
-18,800
190
– –
-2,697
191
– –
-23,682
192
– –
-1,109
4 5 6 7
8