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
1
$23.7M 8.87%
49,556
+2,591
2
$15.9M 5.97%
101,011
-611
3
$14.5M 5.42%
30,443
+797
4
$12.1M 4.52%
33,812
+129
5
$11.6M 4.34%
60,117
-100
6
$8M 3%
52,642
+824
7
$7.96M 2.98%
19,432
+469
8
$6.92M 2.59%
76,508
+15,370
9
$6.64M 2.49%
318,999
-62,721
10
$5.49M 2.06%
49,152
-71
11
$5.36M 2.01%
71,808
-324
12
$5.05M 1.89%
35,816
-415
13
$4.57M 1.71%
37,264
-2,463
14
$4.52M 1.69%
12,007
+484
15
$4.51M 1.69%
26,494
+213
16
$4.26M 1.6%
21,238
-545
17
$3.83M 1.44%
16,163
-1,336
18
$3.58M 1.34%
45,920
-755
19
$3.57M 1.34%
36,663
-239
20
$3.47M 1.3%
18,172
+1,039
21
$3.26M 1.22%
64,766
-4,229
22
$2.83M 1.06%
11,400
-19
23
$2.67M 1%
14,324
-50
24
$2.46M 0.92%
21,617
-118
25
$2.43M 0.91%
64,878
-180
1
2 3 4 5