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
76
$776K 0.29%
3,579
-498
77
$774K 0.29%
8,461
-150
78
$755K 0.28%
17,445
+2,031
79
$753K 0.28%
4,328
-916
80
$712K 0.27%
13,484
+200
81
$689K 0.26%
36,588
-300
82
$666K 0.25%
5,818
+1,108
83
$641K 0.24%
1,277
+2
84
$626K 0.23%
16,023
-1,138
85
$622K 0.23%
1,015
-8
86
$612K 0.23%
3,952
+58
87
$611K 0.23%
10,346
-232
88
$601K 0.22%
10,539
-3,414
89
$594K 0.22%
+37,162
90
$588K 0.22%
5,536
-2,156
91
$571K 0.21%
1,589
-10
92
$564K 0.21%
993
-78
93
$554K 0.21%
5,863
-4,197
94
$546K 0.2%
4,225
95
$542K 0.2%
+13,542
96
$533K 0.2%
1,827
-8
97
$527K 0.2%
1,269
-82
98
$526K 0.2%
4,439
-1,180
99
$526K 0.2%
3,073
-21
100
$513K 0.19%
2,019
-110
2 3
4
5 6