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
101
$265K 0.17%
6,956
+1,325
102
$264K 0.17%
3,308
-19
103
$258K 0.17%
1,891
+34
104
$256K 0.17%
8,711
-745
105
$254K 0.16%
1,161
-24
106
$244K 0.16%
1,791
+47
107
$236K 0.15%
9,019
108
$231K 0.15%
15,365
+1,743
109
$224K 0.15%
3,073
110
$224K 0.15%
576
+42
111
$219K 0.14%
746
+27
112
$216K 0.14%
3,680
113
$213K 0.14%
3,336
-7
114
$212K 0.14%
+1,001
115
$210K 0.14%
+1,175
116
$210K 0.14%
+4,216
117
$208K 0.13%
5,275
-764
118
$205K 0.13%
+2,671
119
$203K 0.13%
+5,425
120
$171K 0.11%
11,322
-700
121
$147K 0.1%
12,954
122
$140K 0.09%
11,535
123
$120K 0.08%
11,930
+81
124
$105K 0.07%
11,991
+250
125
$87K 0.06%
2,049
-1,391
2 3 4
5
6