WCM

WealthBridge Capital Management Portfolio holdings

AUM $439M
1-Year Est. Return 20.11%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.11%
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
+$741K
2
+$698K
3
+$664K
4
IPAY icon
Amplify Mobile Payments ETF
IPAY
+$560K
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$472K

Top Sells

1
+$311K
2
+$280K
3
+$249K
4
NFLX icon
Netflix
NFLX
+$236K
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$234K

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
126
$35K 0.02%
10,842
127
– –
-16,412
128
– –
-11,000
129
– –
-804
130
– –
-10,026
131
– –
-500
2 3 4 5
6