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
451
$16K 0.01%
+212
452
$16K 0.01%
+547
453
$16K 0.01%
+300
454
$15K 0.01%
+530
455
$15K 0.01%
+200
456
$15K 0.01%
+1,911
457
$15K 0.01%
+265
458
$15K 0.01%
+252
459
$15K 0.01%
+57
460
$15K 0.01%
+1,400
461
$15K 0.01%
+242
462
$14K 0.01%
+300
463
$14K 0.01%
+207
464
$14K 0.01%
+100
465
$14K 0.01%
+375
466
$14K 0.01%
+170
467
$14K 0.01%
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468
$14K 0.01%
+248
469
$14K 0.01%
+252
470
$14K 0.01%
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471
$14K 0.01%
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472
$14K 0.01%
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473
$14K 0.01%
+140
474
$14K 0.01%
+372
475
$13K 0.01%
+200
17 18
19
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