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
326
$30K 0.02%
+856
327
$30K 0.02%
+813
328
$30K 0.02%
+1,589
329
$30K 0.02%
+1,300
330
$30K 0.02%
+200
331
$30K 0.02%
+300
332
$29K 0.02%
+2,155
333
$29K 0.02%
+1,017
334
$29K 0.02%
+265
335
$29K 0.02%
+183
336
$29K 0.02%
+550
337
$29K 0.02%
+496
338
$29K 0.02%
+602
339
$29K 0.02%
+400
340
$29K 0.02%
+5,043
341
$29K 0.02%
+781
342
$29K 0.02%
+572
343
$28K 0.02%
+1,344
344
$28K 0.02%
+174
345
$28K 0.02%
+174
346
$28K 0.02%
+1,517
347
$28K 0.02%
+2,104
348
$28K 0.02%
+1,145
349
$28K 0.02%
+1,332
350
$27K 0.02%
+2,450
12 13
14
15 16