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
151
$242K 0.09%
+5,425
152
$240K 0.09%
3,501
+100
153
$238K 0.09%
34,000
154
$235K 0.09%
2,331
+12
155
$232K 0.09%
3,045
-5,936
156
$227K 0.08%
+3,339
157
$222K 0.08%
+5,088
158
$222K 0.08%
12,518
159
$207K 0.08%
+3,497
160
$206K 0.08%
2,311
-892
161
$203K 0.08%
1,516
-325
162
$203K 0.08%
+3,843
163
$200K 0.07%
3,608
-1,421
164
$199K 0.07%
+12,000
165
$166K 0.06%
11,535
166
$147K 0.05%
13,821
+274
167
$145K 0.05%
4,650
+150
168
– –
-11,020
169
– –
-7,654
170
– –
-3,698
171
– –
-3,173
172
– –
-1,025
173
– –
-5,077
174
– –
-973
175
– –
-650
4 5 6
7
8