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
401
$21K 0.02%
+292
402
$21K 0.02%
+1,721
403
$21K 0.02%
+460
404
$20K 0.02%
+551
405
$20K 0.02%
+360
406
$20K 0.02%
+650
407
$20K 0.02%
+471
408
$20K 0.02%
+770
409
$20K 0.02%
+251
410
$20K 0.02%
+200
411
$20K 0.02%
+60
412
$20K 0.02%
+150
413
$20K 0.02%
+529
414
$20K 0.02%
+535
415
$20K 0.02%
+600
416
$19K 0.01%
+1,535
417
$19K 0.01%
+352
418
$19K 0.01%
+1,080
419
$19K 0.01%
+170
420
$19K 0.01%
+242
421
$19K 0.01%
+104
422
$19K 0.01%
+1,271
423
$19K 0.01%
+195
424
$19K 0.01%
+1,546
425
$19K 0.01%
+549
15 16
17
18 19