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
201
– –
-2,051
202
– –
-8,257
203
– –
-7,541
204
– –
-2,353
5 6 7 8
9