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
51
$711K 0.46%
5,058
-129
52
$702K 0.45%
9,655
+470
53
$682K 0.44%
23,187
54
$679K 0.44%
2
55
$678K 0.44%
4,746
+555
56
$666K 0.43%
12,002
-100
57
$642K 0.42%
9,860
-31
58
$632K 0.41%
7,279
+65
59
$625K 0.4%
3,163
-31
60
$587K 0.38%
8,111
-75
61
$558K 0.36%
36,588
+1,500
62
$558K 0.36%
6,092
+300
63
$544K 0.35%
42,468
+762
64
$520K 0.34%
8,815
+50
65
$513K 0.33%
6,920
66
$513K 0.33%
34,464
67
$501K 0.32%
13,321
+3,957
68
$501K 0.32%
8,153
-52
69
$492K 0.32%
16,678
+264
70
$491K 0.32%
4,565
71
$475K 0.31%
7,100
+1,240
72
$455K 0.29%
1,668
73
$453K 0.29%
15,613
+948
74
$442K 0.29%
2,425
-186
75
$441K 0.29%
3,047
+555
1 2
3
4 5