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
51
$1.21M 0.45%
33,776
+4,235
52
$1.18M 0.44%
17,870
-2,071
53
$1.09M 0.41%
+13,806
54
$1.08M 0.41%
40,269
-3,246
55
$1.03M 0.39%
10,058
+3,578
56
$995K 0.37%
3,893
-43
57
$979K 0.37%
9,975
+679
58
$950K 0.35%
6,750
+91
59
$948K 0.35%
3,723
-171
60
$946K 0.35%
+35,050
61
$930K 0.35%
89,601
-2,475
62
$924K 0.34%
14,667
-1,171
63
$904K 0.34%
13,959
-800
64
$901K 0.34%
2
65
$884K 0.33%
6,100
-460
66
$859K 0.32%
3,204
67
$856K 0.32%
14,745
-17,510
68
$835K 0.31%
4,807
-39
69
$829K 0.31%
20,817
70
$815K 0.3%
27,700
-230
71
$814K 0.3%
7,926
-115
72
$814K 0.3%
25,495
-2,562
73
$779K 0.29%
9,279
-1,328
74
$778K 0.29%
22,344
75
$778K 0.29%
28,901
+6,959
1 2
3
4 5