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
1
$14.1M 9.12%
121,729
+4,249
2
$10.8M 6.98%
33,518
-759
3
$6.97M 4.52%
30,790
+850
4
$6.46M 4.18%
266,959
+27,763
5
$6.03M 3.9%
18,655
+2,394
6
$5.47M 3.54%
74,564
+2,812
7
$4.84M 3.13%
34,783
-626
8
$4.37M 2.83%
47,300
+1,240
9
$3.5M 2.26%
21,117
-1,969
10
$3.41M 2.21%
36,342
+1,227
11
$3.19M 2.06%
54,800
+120
12
$2.94M 1.9%
38,531
-611
13
$2.92M 1.89%
44,558
+2,058
14
$2.7M 1.75%
9,473
-65
15
$2.64M 1.71%
39,500
+800
16
$2.38M 1.54%
40,791
+2,092
17
$2.29M 1.48%
74,333
-8,485
18
$2.03M 1.31%
33,637
-2,595
19
$2.03M 1.31%
9,545
+1,976
20
$2.01M 1.3%
5,347
-20
21
$1.97M 1.27%
71,975
+1,160
22
$1.81M 1.18%
22,275
-234
23
$1.81M 1.17%
56,000
-7,970
24
$1.67M 1.08%
8,142
-109
25
$1.65M 1.07%
82,064
+35,097
1
2 3 4 5