WCM

WealthBridge Capital Management Portfolio holdings

AUM $434M
1-Year Est. Return 20.24%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.24%
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
+$10.8M
2
+$7.8M
3
+$5.66M
4
BTT icon
BlackRock Municipal 2030 Target Term Trust
BTT
+$4.51M
5
AMZN icon
Amazon
AMZN
+$3.79M

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
351
$27K 0.02%
+220
352
$27K 0.02%
+3,250
353
$27K 0.02%
+320
354
$27K 0.02%
+170
355
$27K 0.02%
+395
356
$26K 0.02%
+2,480
357
$26K 0.02%
+365
358
$26K 0.02%
+705
359
$26K 0.02%
+294
360
$26K 0.02%
+700
361
$25K 0.02%
+966
362
$25K 0.02%
+156
363
$25K 0.02%
+1,156
364
$25K 0.02%
+884
365
$25K 0.02%
+494
366
$25K 0.02%
+2,000
367
$25K 0.02%
+2,000
368
$25K 0.02%
+960
369
$25K 0.02%
+1,169
370
$24K 0.02%
+948
371
$24K 0.02%
+664
372
$24K 0.02%
+153
373
$24K 0.02%
+815
374
$24K 0.02%
+470
375
$24K 0.02%
+635
13 14
15
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