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
126
$350K 0.14%
4,343
+1,265
127
$347K 0.14%
+4,054
128
$346K 0.14%
22,316
-5,851
129
$343K 0.14%
7,239
130
$339K 0.14%
6,850
+75
131
$337K 0.13%
16,771
-4,480
132
$328K 0.13%
17,358
133
$328K 0.13%
2,846
+10
134
$318K 0.13%
12,459
+1,813
135
$315K 0.13%
2,962
+34
136
$313K 0.12%
2,058
-319
137
$313K 0.12%
4,904
138
$312K 0.12%
3,447
+6
139
$312K 0.12%
1,290
+18
140
$310K 0.12%
3,129
-170
141
$306K 0.12%
7,447
+681
142
$296K 0.12%
4,941
+1,962
143
$293K 0.12%
+5,279
144
$292K 0.12%
11,303
+1,759
145
$290K 0.12%
+3,405
146
$288K 0.11%
11,697
-3,493
147
$287K 0.11%
2,834
+750
148
$287K 0.11%
3,841
-1,020
149
$282K 0.11%
9,042
-895
150
$282K 0.11%
11,084
+1,810
4 5
6
7 8