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
176
$249K 0.07%
3,171
+1
177
$249K 0.07%
435
178
$248K 0.07%
414
179
$248K 0.07%
1,089
180
$248K 0.07%
6,203
-14
181
$247K 0.07%
10,851
-2,050
182
$241K 0.07%
12,000
183
$237K 0.07%
1,638
-245
184
$230K 0.06%
2,731
-96
185
$229K 0.06%
37,907
186
$225K 0.06%
2,462
+15
187
$225K 0.06%
7,147
+10
188
$220K 0.06%
+1,978
189
$215K 0.06%
36,050
-16,200
190
$209K 0.06%
2,979
191
$208K 0.06%
3,347
+37
192
$207K 0.06%
20,500
193
$206K 0.06%
2,361
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194
$203K 0.06%
1,905
-275
195
$200K 0.06%
2,491
196
$188K 0.05%
13,550
-1,000
197
$141K 0.04%
17,257
198
$92.6K 0.03%
10,000
199
$69.5K 0.02%
13,000
200
$66.2K 0.02%
34,822
5 6 7
8
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