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
376
$24K 0.02%
+1,037
377
$23K 0.02%
+7,412
378
$23K 0.02%
+690
379
$23K 0.02%
+514
380
$23K 0.02%
+575
381
$23K 0.02%
+350
382
$23K 0.02%
+275
383
$23K 0.02%
+167
384
$23K 0.02%
+150
385
$23K 0.02%
+684
386
$23K 0.02%
+568
387
$23K 0.02%
+404
388
$23K 0.02%
+1,972
389
$22K 0.02%
+83
390
$22K 0.02%
+719
391
$22K 0.02%
+5,119
392
$22K 0.02%
+654
393
$22K 0.02%
+215
394
$22K 0.02%
+3,000
395
$22K 0.02%
+479
396
$22K 0.02%
+720
397
$22K 0.02%
+300
398
$21K 0.02%
+556
399
$21K 0.02%
+1,000
400
$21K 0.02%
+1,087
14 15
16
17 18