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
176
$221K 0.09%
+8,216
177
$217K 0.09%
7,600
+700
178
$216K 0.09%
+1,081
179
$207K 0.08%
1,750
180
$206K 0.08%
2,209
181
$201K 0.08%
+5,385
182
$200K 0.08%
2,485
-1,647
183
$179K 0.07%
15,550
+3,100
184
$178K 0.07%
11,535
185
$155K 0.06%
12,000
186
$151K 0.06%
12,765
-2,000
187
$140K 0.06%
14,125
188
$120K 0.05%
15,361
+326
189
$93.8K 0.04%
10,000
190
$69.4K 0.03%
13,000
191
– –
-888
192
– –
-2,828
193
– –
-7,008
194
– –
-2,427
195
– –
-1,455
196
– –
-17,779
197
– –
-5,067
198
– –
-10,074
199
– –
-398
200
– –
-9,978
5 6 7
8
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