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
1
$35.2M 9.77%
59,756
+2,354
2
$18.4M 5.12%
105,248
+3,422
3
$17.4M 4.82%
29,631
-102
4
$15.3M 4.25%
33,759
-170
5
$14.6M 4.06%
130,518
+12,894
6
$13.8M 3.85%
55,285
-456
7
$12.3M 3.41%
24,004
+1,824
8
$11.2M 3.11%
51,051
+435
9
$7.24M 2.01%
53,943
+677
10
$7.05M 1.96%
55,240
+1,079
11
$7.04M 1.96%
68,979
+161
12
$6.16M 1.71%
32,337
-368
13
$5.76M 1.6%
29,414
+684
14
$5.64M 1.57%
35,328
-377
15
$5.46M 1.52%
12,943
+245
16
$5.03M 1.4%
20,783
+633
17
$4.81M 1.34%
233,521
-9,995
18
$4.61M 1.28%
15,905
-59
19
$4.49M 1.25%
50,592
+2,092
20
$4.48M 1.25%
36,180
+5
21
$4.26M 1.18%
5,516
+267
22
$4.18M 1.16%
82,798
+4,349
23
$4.01M 1.11%
18,139
+651
24
$3.37M 0.94%
13,861
-13
25
$3.27M 0.91%
24,808
+1,244
1
2 3 4 5