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
151
$281K 0.11%
729
+6
152
$278K 0.11%
11,402
+97
153
$276K 0.11%
13,814
+392
154
$275K 0.11%
5,736
+140
155
$274K 0.11%
2,503
-1
156
$271K 0.11%
2,664
-492
157
$269K 0.11%
4,737
-97
158
$267K 0.11%
7,031
159
$265K 0.11%
10,365
+1,492
160
$265K 0.11%
473
+2
161
$260K 0.1%
15,287
-1,188
162
$255K 0.1%
2,798
+13
163
$254K 0.1%
21,286
164
$253K 0.1%
1,016
+20
165
$251K 0.1%
3,609
+5
166
$244K 0.1%
4,959
-15,858
167
$244K 0.1%
5,553
-4,964
168
$242K 0.1%
5,916
-420
169
$235K 0.09%
3,680
170
$230K 0.09%
4,314
171
$228K 0.09%
1,132
-39
172
$227K 0.09%
514
-60
173
$225K 0.09%
191
174
$225K 0.09%
+8,335
175
$223K 0.09%
472
-24
5 6
7
8 9