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
176
– –
-1,974
177
– –
-1,888
178
– –
-700
179
– –
-2,580
180
– –
-37,838
181
– –
-4,498
4 5 6 7
8