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
$275M
AUM Growth
+$29.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
167
New
Increased
Reduced
Closed

Top Buys

1
+$1.49M
2
+$1.48M
3
+$1.12M
4
IVE icon
iShares S&P 500 Value ETF
IVE
+$712K
5
BTT icon
BlackRock Municipal 2030 Target Term Trust
BTT
+$630K

Top Sells

1
+$418K
2
+$358K
3
+$348K
4
SPGI icon
S&P Global
SPGI
+$340K
5
CMCSA icon
Comcast
CMCSA
+$221K

Sector Composition

1 Financials 5.67%
2 Consumer Discretionary 5.27%
3 Technology 4.64%
4 Communication Services 4.62%
5 Healthcare 2.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.54M 0.93%
33,665
+3,454
27
$2.54M 0.92%
41,619
-228
28
$2.46M 0.9%
46,650
-540
29
$2.35M 0.86%
33,408
+714
30
$2.3M 0.84%
15,590
+4,825
31
$2.26M 0.82%
8,347
-330
32
$2.25M 0.82%
13,581
+1,164
33
$2.21M 0.81%
22,756
-344
34
$2.18M 0.79%
58,370
+7,660
35
$1.83M 0.66%
16,284
+1
36
$1.79M 0.65%
6,602
-146
37
$1.74M 0.63%
63,152
+53,844
38
$1.74M 0.63%
7,695
+486
39
$1.68M 0.61%
3,414
40
$1.65M 0.6%
10,623
+21
41
$1.47M 0.54%
71,393
+8,430
42
$1.45M 0.53%
11,534
-40
43
$1.41M 0.51%
12,105
+1,127
44
$1.4M 0.51%
15,338
45
$1.38M 0.5%
10,750
+186
46
$1.35M 0.49%
10,034
+1,099
47
$1.32M 0.48%
7,592
-68
48
$1.27M 0.46%
22,817
-370
49
$1.27M 0.46%
21,046
+714
50
$1.21M 0.44%
3,904
-97
1
2
3 4 5