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
$297M
AUM Growth
+$30.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
198
New
Increased
Reduced
Closed

Top Buys

1
+$1.8M
2
+$1.27M
3
+$656K
4
SMCI icon
Super Micro Computer
SMCI
+$632K
5
BSJO
Invesco BulletShares 2024 High Yield Corporate Bond ETF
BSJO
+$496K

Top Sells

1
+$835K
2
+$629K
3
+$316K
4
BTT icon
BlackRock Municipal 2030 Target Term Trust
BTT
+$294K
5
MMIT icon
IQ MacKay Municipal Intermediate ETF
MMIT
+$251K

Sector Composition

1 Financials 7.39%
2 Technology 7.11%
3 Consumer Discretionary 4.61%
4 Communication Services 3.41%
5 Healthcare 3.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.55M 0.86%
3,273
+181
27
$2.48M 0.84%
13,299
-395
28
$2.35M 0.79%
23,173
+1,156
29
$2.3M 0.77%
69,756
-726
30
$2.3M 0.77%
11,463
+58
31
$2.25M 0.76%
34,090
-438
32
$2.23M 0.75%
4,001
+69
33
$2.19M 0.74%
21,531
+826
34
$2.1M 0.71%
11,527
-9
35
$2.09M 0.7%
6,208
+22
36
$1.88M 0.63%
12,734
37
$1.81M 0.61%
38,147
+2,252
38
$1.79M 0.6%
3,691
-43
39
$1.78M 0.6%
14,433
-46
40
$1.76M 0.59%
15,374
+1,798
41
$1.74M 0.59%
4,379
-37
42
$1.69M 0.57%
9,600
-1,800
43
$1.68M 0.56%
8,107
-84
44
$1.47M 0.5%
12,662
+1,083
45
$1.44M 0.48%
8,846
-46
46
$1.4M 0.47%
19,421
+59
47
$1.35M 0.45%
13,061
-118
48
$1.3M 0.44%
75,238
+3,753
49
$1.29M 0.43%
10,412
-923
50
$1.29M 0.43%
16,893
-16
1
2
3 4 5