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
$132M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
999
New
Increased
Reduced
Closed

Top Buys

1
+$10M
2
+$7.23M
3
+$5.54M
4
BTT icon
BlackRock Municipal 2030 Target Term Trust
BTT
+$4.58M
5
FDN icon
First Trust Dow Jones Internet Index Fund ETF
FDN
+$3.5M

Top Sells

No sells this quarter

Sector Composition

1 Financials 7.97%
2 Communication Services 5.04%
3 Consumer Discretionary 4.34%
4 Technology 4.13%
5 Industrials 3.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$60K 0.05%
+4,982
227
$59K 0.04%
+1,470
228
$59K 0.04%
+298
229
$59K 0.04%
+2,550
230
$58K 0.04%
+400
231
$58K 0.04%
+595
232
$57K 0.04%
+4,320
233
$57K 0.04%
+4,052
234
$57K 0.04%
+1,312
235
$56K 0.04%
+1,438
236
$56K 0.04%
+1,191
237
$55K 0.04%
+889
238
$55K 0.04%
+3,930
239
$53K 0.04%
+3,000
240
$53K 0.04%
+1,161
241
$52K 0.04%
+1,005
242
$51K 0.04%
+227
243
$51K 0.04%
+2,250
244
$51K 0.04%
+1,901
245
$51K 0.04%
+235
246
$51K 0.04%
+226
247
$50K 0.04%
+778
248
$49K 0.04%
+1,132
249
$49K 0.04%
+1,400
250
$49K 0.04%
+2,205
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