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
76
$437K 0.28%
2,672
-831
77
$415K 0.27%
6,028
-412
78
$409K 0.26%
2,807
+110
79
$406K 0.26%
1,360
+127
80
$405K 0.26%
4,832
81
$397K 0.26%
10,695
-435
82
$385K 0.25%
21,613
+3,130
83
$384K 0.25%
1,486
-282
84
$380K 0.25%
+6,842
85
$372K 0.24%
7,581
+1,921
86
$362K 0.23%
3,862
-46
87
$352K 0.23%
2,704
88
$336K 0.22%
5,896
89
$319K 0.21%
1,610
-120
90
$314K 0.2%
3,204
+62
91
$308K 0.2%
+1,048
92
$303K 0.2%
42,900
+15,657
93
$301K 0.19%
4,045
94
$289K 0.19%
3,114
+255
95
$283K 0.18%
9,430
-550
96
$281K 0.18%
4,041
+446
97
$277K 0.18%
2,205
+20
98
$272K 0.18%
1,845
-75
99
$271K 0.18%
6,750
-2,500
100
$267K 0.17%
+5,524
2 3
4
5 6