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
126
$304K 0.11%
4,700
127
$304K 0.11%
2,623
+103
128
$299K 0.11%
2,502
-2
129
$296K 0.11%
9,026
+836
130
$296K 0.11%
1,355
131
$296K 0.11%
4,596
-90
132
$296K 0.11%
1,449
-836
133
$292K 0.11%
850
-25
134
$284K 0.11%
886
-84
135
$283K 0.11%
15,450
+2,400
136
$283K 0.11%
1,124
137
$281K 0.1%
1,250
-86
138
$280K 0.1%
+1,531
139
$278K 0.1%
2,309
140
$272K 0.1%
+4,536
141
$271K 0.1%
1,435
142
$263K 0.1%
2,546
-600
143
$263K 0.1%
7,402
+902
144
$259K 0.1%
4,264
145
$258K 0.1%
2,935
-1,689
146
$256K 0.1%
3,680
147
$255K 0.1%
519
-3
148
$254K 0.09%
997
149
$250K 0.09%
13,464
-3,896
150
$248K 0.09%
15,365
4 5
6
7 8