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
$268M
AUM Growth
+$130K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
181
New
Increased
Reduced
Closed

Top Buys

1
+$2.04M
2
+$1.09M
3
+$946K
4
NXP icon
Nuveen Select Tax-Free Income Portfolio
NXP
+$594K
5
FINX icon
Global X FinTech ETF
FINX
+$542K

Top Sells

1
+$1.66M
2
+$1.38M
3
+$1.32M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$1.06M
5
IPAY icon
Amplify Mobile Payments ETF
IPAY
+$1.02M

Sector Composition

1 Financials 6.06%
2 Technology 5.89%
3 Consumer Discretionary 5.09%
4 Communication Services 4.38%
5 Healthcare 2.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.41M 0.9%
14,074
-22
27
$2.38M 0.89%
39,500
-5,450
28
$2.24M 0.83%
6,348
-1,119
29
$2.1M 0.78%
20,714
-1,559
30
$2.07M 0.77%
6,141
-1,136
31
$1.98M 0.74%
5,447
-3,620
32
$1.94M 0.72%
6,352
-40
33
$1.91M 0.71%
22,643
-7,879
34
$1.88M 0.7%
49,045
-7,070
35
$1.82M 0.68%
11,650
-2,391
36
$1.8M 0.67%
3,484
+20
37
$1.69M 0.63%
10,691
+7
38
$1.67M 0.62%
14,081
-1,686
39
$1.64M 0.61%
10,015
-142
40
$1.54M 0.57%
12,554
+93
41
$1.52M 0.57%
56,509
-12,941
42
$1.5M 0.56%
11,620
+518
43
$1.49M 0.56%
32,774
-22,089
44
$1.48M 0.55%
10,475
-1,059
45
$1.45M 0.54%
15,112
-478
46
$1.35M 0.5%
9,962
+53
47
$1.29M 0.48%
19,559
-561
48
$1.28M 0.48%
11,009
+1,685
49
$1.27M 0.47%
6,974
-154
50
$1.22M 0.46%
60,082
-2,245
1
2
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