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
$239M
AUM Growth
+$4.91M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
214
New
Increased
Reduced
Closed

Top Buys

1
+$3.22M
2
+$1.8M
3
+$1.35M
4
TSLA icon
Tesla
TSLA
+$1.34M
5
NOBL icon
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
+$725K

Top Sells

1
+$960K
2
+$757K
3
+$654K
4
FDN icon
First Trust Dow Jones Internet Index Fund ETF
FDN
+$507K
5
BTT icon
BlackRock Municipal 2030 Target Term Trust
BTT
+$371K

Sector Composition

1 Financials 6.63%
2 Technology 5.32%
3 Consumer Discretionary 4.44%
4 Healthcare 3.31%
5 Industrials 3.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.09M 0.87%
21,263
-516
27
$1.97M 0.82%
21,503
-8
28
$1.93M 0.81%
13,319
+908
29
$1.91M 0.8%
15,510
-4,115
30
$1.89M 0.79%
59,680
+10,950
31
$1.87M 0.78%
10,372
+102
32
$1.86M 0.78%
11,530
+454
33
$1.8M 0.75%
+25,177
34
$1.73M 0.72%
14,051
+10,875
35
$1.69M 0.71%
14,042
+111
36
$1.64M 0.68%
12,067
+1,343
37
$1.6M 0.67%
3,609
+125
38
$1.59M 0.66%
17,626
+8,060
39
$1.5M 0.63%
8,337
+972
40
$1.47M 0.62%
4,450
-97
41
$1.46M 0.61%
19,460
+3,317
42
$1.43M 0.6%
6,680
-415
43
$1.34M 0.56%
12,172
+1,672
44
$1.29M 0.54%
12,149
+503
45
$1.2M 0.5%
71,691
-5,478
46
$1.2M 0.5%
14,666
-296
47
$1.2M 0.5%
31,438
+7,233
48
$1.19M 0.5%
19,281
+127
49
$1.13M 0.47%
4,930
+1,583
50
$1.13M 0.47%
12,912
+310
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2
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