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
426
$18K 0.01%
+2,000
427
$18K 0.01%
+125
428
$18K 0.01%
+850
429
$18K 0.01%
+280
430
$18K 0.01%
+650
431
$18K 0.01%
+226
432
$18K 0.01%
+500
433
$18K 0.01%
+1,000
434
$17K 0.01%
+800
435
$17K 0.01%
+1,000
436
$17K 0.01%
+206
437
$17K 0.01%
+250
438
$17K 0.01%
+149
439
$17K 0.01%
+452
440
$17K 0.01%
+569
441
$17K 0.01%
+479
442
$17K 0.01%
+463
443
$17K 0.01%
+240
444
$16K 0.01%
+250
445
$16K 0.01%
+40
446
$16K 0.01%
+57
447
$16K 0.01%
+193
448
$16K 0.01%
+152
449
$16K 0.01%
+475
450
$16K 0.01%
+428
16 17
18
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