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
301
$37K 0.03%
+700
302
$37K 0.03%
+700
303
$36K 0.03%
+281
304
$36K 0.03%
+1,549
305
$36K 0.03%
+591
306
$36K 0.03%
+727
307
$36K 0.03%
+2,550
308
$35K 0.03%
+700
309
$35K 0.03%
+2,284
310
$34K 0.03%
+672
311
$34K 0.03%
+797
312
$34K 0.03%
+1,000
313
$34K 0.03%
+369
314
$34K 0.03%
+845
315
$33K 0.03%
+234
316
$33K 0.03%
+1,527
317
$33K 0.03%
+2,074
318
$33K 0.03%
+503
319
$33K 0.03%
+440
320
$33K 0.03%
+275
321
$33K 0.03%
+2,860
322
$31K 0.02%
+1,157
323
$31K 0.02%
+1,013
324
$31K 0.02%
+752
325
$30K 0.02%
+319
11 12
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