WCM

WealthBridge Capital Management Portfolio holdings

AUM $394M
1-Year Est. Return 17.03%
This Quarter Est. Return
1 Year Est. Return
+17.03%
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 7.96%
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
26
$1.09M 0.83%
+18,488
27
$1.06M 0.81%
+68,420
28
$983K 0.75%
+17,568
29
$974K 0.74%
+11,263
30
$956K 0.73%
+9,794
31
$946K 0.72%
+17,334
32
$934K 0.71%
+10,455
33
$930K 0.71%
+10,090
34
$906K 0.69%
+31,644
35
$834K 0.63%
+19,746
36
$826K 0.63%
+8,987
37
$825K 0.63%
+7,536
38
$725K 0.55%
+78,170
39
$724K 0.55%
+5,239
40
$693K 0.53%
+5,293
41
$683K 0.52%
+4,425
42
$648K 0.49%
+6,376
43
$641K 0.49%
+13,946
44
$631K 0.48%
+4,786
45
$612K 0.47%
+7,946
46
$612K 0.47%
+2
47
$605K 0.46%
+9,988
48
$599K 0.46%
+12,365
49
$574K 0.44%
+6,644
50
$548K 0.42%
+14,729
1
2
3 4 5