WCM

WealthBridge Capital Management Portfolio holdings

AUM $426M
1-Year Est. Return 19.08%
This Quarter Est. Return
1 Year Est. Return
+19.08%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$251M
AUM Growth
+$11.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
204
New
Increased
Reduced
Closed

Top Buys

1
+$1.87M
2
+$1.12M
3
+$931K
4
SDS icon
ProShares UltraShort S&P500
SDS
+$391K
5
IAK icon
iShares US Insurance ETF
IAK
+$347K

Top Sells

1
+$1.01M
2
+$779K
3
+$650K
4
GIS icon
General Mills
GIS
+$588K
5
SYY icon
Sysco
SYY
+$577K

Sector Composition

1 Financials 6.76%
2 Technology 6.32%
3 Consumer Discretionary 4.68%
4 Healthcare 3.1%
5 Communication Services 2.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.21M 0.88%
21,853
+590
27
$2.2M 0.88%
14,913
-597
28
$2.13M 0.85%
14,064
+745
29
$2.02M 0.8%
15,482
-121
30
$1.98M 0.79%
21,581
+78
31
$1.97M 0.79%
60,005
+325
32
$1.89M 0.75%
10,363
-9
33
$1.87M 0.74%
11,710
+180
34
$1.86M 0.74%
26,246
+1,069
35
$1.69M 0.67%
14,382
+340
36
$1.65M 0.66%
3,610
+1
37
$1.65M 0.66%
12,763
+696
38
$1.63M 0.65%
17,866
+240
39
$1.54M 0.62%
6,322
-358
40
$1.5M 0.6%
10,061
-4,370
41
$1.48M 0.59%
4,451
+1
42
$1.45M 0.58%
19,896
+436
43
$1.38M 0.55%
6,885
+1,955
44
$1.34M 0.53%
8,183
-154
45
$1.23M 0.49%
31,929
+491
46
$1.23M 0.49%
76,841
+5,150
47
$1.22M 0.49%
19,714
+433
48
$1.22M 0.49%
14,391
-275
49
$1.17M 0.47%
12,025
-887
50
$1.17M 0.46%
10,575
-1,574
1
2
3 4 5