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
276
$41K 0.03%
+1,780
277
$41K 0.03%
+1,131
278
$41K 0.03%
+800
279
$40K 0.03%
+878
280
$40K 0.03%
+741
281
$40K 0.03%
+530
282
$39K 0.03%
+2,131
283
$39K 0.03%
+1,540
284
$39K 0.03%
+263
285
$39K 0.03%
+491
286
$39K 0.03%
+300
287
$39K 0.03%
+1,659
288
$39K 0.03%
+894
289
$39K 0.03%
+800
290
$39K 0.03%
+2,000
291
$39K 0.03%
+473
292
$39K 0.03%
+401
293
$38K 0.03%
+22
294
$38K 0.03%
+904
295
$38K 0.03%
+990
296
$38K 0.03%
+1,310
297
$38K 0.03%
+870
298
$38K 0.03%
+612
299
$38K 0.03%
+841
300
$38K 0.03%
+1,741
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