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
1
$22.9M 8.54%
47,962
-2,903
2
$14.7M 5.48%
30,923
-3,501
3
$11.8M 4.4%
72,407
-2,430
4
$11.7M 4.36%
450,294
+3,554
5
$10.8M 4.05%
61,073
-3,088
6
$10.3M 3.85%
34,484
-972
7
$8.52M 3.18%
51,080
-2,480
8
$8.2M 3.06%
20,597
-1,158
9
$5.68M 2.12%
25,119
-3,905
10
$5.18M 1.94%
70,866
-6,954
11
$5.15M 1.92%
35,620
-2,840
12
$4.76M 1.78%
41,501
-907
13
$4.49M 1.68%
26,129
-2,903
14
$4.44M 1.66%
46,924
-7,932
15
$4.38M 1.63%
54,128
-10,772
16
$4.32M 1.61%
17,887
-4,401
17
$4.29M 1.6%
38,225
+407
18
$4.09M 1.53%
81,141
-12,525
19
$3.47M 1.29%
37,318
20
$3.36M 1.25%
15,113
-3,975
21
$2.83M 1.06%
83,370
-19,400
22
$2.75M 1.03%
26,036
-4,449
23
$2.74M 1.02%
30,563
+22,765
24
$2.68M 1%
39,008
-228
25
$2.64M 0.99%
7,851
-288
1
2 3 4 5