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
101
$498K 0.19%
31,923
+53
102
$495K 0.18%
18,558
+2,660
103
$469K 0.18%
5,602
+273
104
$465K 0.17%
6,566
-4,008
105
$464K 0.17%
8,961
-11,424
106
$441K 0.16%
11,189
+792
107
$436K 0.16%
+7,120
108
$422K 0.16%
23,165
109
$421K 0.16%
3,936
+11
110
$410K 0.15%
2,952
111
$394K 0.15%
46,550
-8,150
112
$379K 0.14%
7,293
+304
113
$375K 0.14%
24,070
+3,046
114
$373K 0.14%
2,218
+30
115
$369K 0.14%
6,944
+200
116
$367K 0.14%
801
+130
117
$366K 0.14%
6,300
-425
118
$365K 0.14%
5,811
+266
119
$356K 0.13%
389
120
$356K 0.13%
1,720
+125
121
$349K 0.13%
3,737
+454
122
$347K 0.13%
3,375
-530
123
$332K 0.12%
1,346
124
$322K 0.12%
11,305
125
$315K 0.12%
17,613
+600
3 4
5
6 7