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
51
$1.16M 0.46%
8,111
+179
52
$1.16M 0.46%
11,509
-472
53
$1.07M 0.43%
17,214
+2
54
$1.02M 0.41%
41,796
+600
55
$976K 0.39%
32,601
+201
56
$931K 0.37%
+2
57
$918K 0.37%
4,074
+15
58
$918K 0.37%
4,353
+125
59
$892K 0.36%
5,753
+125
60
$891K 0.36%
3,187
61
$879K 0.35%
2,978
-43
62
$870K 0.35%
23,285
63
$827K 0.33%
34,822
-114
64
$807K 0.32%
6,300
+800
65
$792K 0.32%
42,039
+11,050
66
$758K 0.3%
1,603
+84
67
$738K 0.29%
11,909
-500
68
$723K 0.29%
6,595
-993
69
$717K 0.29%
6,908
-51
70
$711K 0.28%
8,261
71
$699K 0.28%
25,160
+700
72
$697K 0.28%
10,677
+953
73
$695K 0.28%
17,039
+835
74
$691K 0.28%
3,262
+98
75
$675K 0.27%
5,112
1 2
3
4 5