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
101
$488K 0.19%
981
+15
102
$484K 0.19%
2,168
+34
103
$483K 0.19%
10,406
-550
104
$465K 0.19%
2,529
-118
105
$455K 0.18%
20,029
-13,279
106
$447K 0.18%
4,713
-299
107
$435K 0.17%
6,546
+1,254
108
$427K 0.17%
5,622
109
$420K 0.17%
29,360
+17
110
$419K 0.17%
4,577
-578
111
$418K 0.17%
17,378
+2,285
112
$406K 0.16%
983
+20
113
$393K 0.16%
5,093
+375
114
$391K 0.16%
15,658
+585
115
$386K 0.15%
3,855
116
$384K 0.15%
2,901
-76
117
$381K 0.15%
2,731
+199
118
$372K 0.15%
13,964
+1,781
119
$371K 0.15%
23,280
-10,263
120
$371K 0.15%
5,983
+133
121
$369K 0.15%
7,245
-277
122
$365K 0.15%
6,752
+26
123
$362K 0.14%
9,304
+553
124
$360K 0.14%
8,219
-1,433
125
$356K 0.14%
4,145
-121
3 4
5
6 7