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
251
$49K 0.04%
+4,046
252
$49K 0.04%
+5,464
253
$48K 0.04%
+1,052
254
$48K 0.04%
+1,476
255
$48K 0.04%
+1,375
256
$48K 0.04%
+297
257
$48K 0.04%
+650
258
$46K 0.04%
+2,850
259
$46K 0.04%
+348
260
$46K 0.04%
+285
261
$46K 0.04%
+475
262
$45K 0.03%
+672
263
$44K 0.03%
+15,842
264
$44K 0.03%
+1,613
265
$43K 0.03%
+600
266
$43K 0.03%
+1,076
267
$43K 0.03%
+1,330
268
$42K 0.03%
+335
269
$42K 0.03%
+846
270
$42K 0.03%
+1,325
271
$41K 0.03%
+1,356
272
$41K 0.03%
+245
273
$41K 0.03%
+376
274
$41K 0.03%
+872
275
$41K 0.03%
+3,044
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