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
$154M
AUM Growth
+$15.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
131
New
Increased
Reduced
Closed

Top Buys

1
+$774K
2
+$704K
3
+$672K
4
IPAY icon
Amplify Mobile Payments ETF
IPAY
+$584K
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$492K

Top Sells

1
+$326K
2
+$290K
3
+$261K
4
NFLX icon
Netflix
NFLX
+$258K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$244K

Sector Composition

1 Financials 7.95%
2 Communication Services 5.2%
3 Technology 4.21%
4 Consumer Discretionary 3.98%
5 Industrials 3.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.49M 0.97%
10,718
-150
27
$1.49M 0.96%
20,126
+5
28
$1.35M 0.88%
27,280
+11,774
29
$1.32M 0.86%
26,401
+1,747
30
$1.29M 0.84%
32,064
+480
31
$1.28M 0.83%
12,144
+135
32
$1.22M 0.79%
25,224
+2,909
33
$1.19M 0.77%
9,460
-2,309
34
$1.11M 0.72%
15,966
-2,178
35
$1.11M 0.72%
10,879
-1,180
36
$1.1M 0.71%
8,773
+175
37
$1.07M 0.69%
20,218
-120
38
$1.06M 0.69%
18,283
-1,430
39
$1.02M 0.66%
6,497
+60
40
$976K 0.63%
12,909
+2,909
41
$964K 0.62%
5,481
+387
42
$928K 0.6%
55,515
-840
43
$920K 0.6%
5,164
-25
44
$900K 0.58%
7,723
-150
45
$871K 0.56%
7,846
+1,500
46
$868K 0.56%
4,621
-129
47
$863K 0.56%
80,666
+1,840
48
$861K 0.56%
9,721
+28
49
$743K 0.48%
11,544
-318
50
$735K 0.48%
7,948
+10
1
2
3 4 5