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
1
$18.3M 7.29%
44,494
-935
2
$14.7M 5.86%
101,764
+7,713
3
$12.5M 4.98%
30,561
-59
4
$10.5M 4.18%
483,424
-5,612
5
$10.5M 4.18%
33,943
+133
6
$10.3M 4.12%
62,758
-903
7
$6.43M 2.56%
20,044
-1,212
8
$5.63M 2.24%
54,511
+171
9
$4.93M 1.97%
46,777
+1,098
10
$4.16M 1.66%
54,659
+755
11
$4.15M 1.65%
82,601
+4,154
12
$4.04M 1.61%
71,454
+318
13
$3.94M 1.57%
25,559
+249
14
$3.91M 1.56%
37,552
-516
15
$3.65M 1.46%
17,895
-1,228
16
$3.61M 1.44%
12,537
+63
17
$3.51M 1.4%
37,827
-881
18
$3.44M 1.37%
47,316
-1,386
19
$3.21M 1.28%
29,095
+16,923
20
$3.19M 1.27%
36,572
-13
21
$2.89M 1.15%
15,769
+195
22
$2.84M 1.13%
15,944
-91
23
$2.8M 1.11%
13,489
-562
24
$2.54M 1.01%
74,420
-10
25
$2.34M 0.93%
37,550
-33
1
2 3 4 5