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
76
$667K 0.27%
13,132
+95
77
$655K 0.26%
6,769
-806
78
$647K 0.26%
6,391
-102
79
$623K 0.25%
1,713
-4
80
$622K 0.25%
31,300
81
$611K 0.24%
14,304
+241
82
$601K 0.24%
7,257
+1,014
83
$594K 0.24%
25,759
84
$577K 0.23%
10,912
-152
85
$566K 0.23%
8,745
-401
86
$562K 0.22%
23,851
+6,588
87
$555K 0.22%
17,268
+1,847
88
$552K 0.22%
3,654
-228
89
$546K 0.22%
24,691
-611
90
$542K 0.22%
19,794
-212
91
$538K 0.21%
61,015
+113
92
$536K 0.21%
18,908
+455
93
$532K 0.21%
3,825
-1,571
94
$531K 0.21%
15,380
-300
95
$528K 0.21%
4,270
96
$528K 0.21%
1,538
+735
97
$520K 0.21%
5,929
-132
98
$517K 0.21%
3,836
-526
99
$509K 0.2%
15,591
+129
100
$495K 0.2%
27,978
-208
2 3
4
5 6