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
501
$11K 0.01%
+120
502
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+87
503
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+250
504
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505
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+798
506
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+3,000
507
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508
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+350
509
$11K 0.01%
+500
510
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+196
511
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+374
512
$11K 0.01%
+561
513
$11K 0.01%
+100
514
$10K 0.01%
+273
515
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516
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+732
517
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+5,410
518
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+200
519
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+229
520
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+352
521
$10K 0.01%
+264
522
$10K 0.01%
+1,000
523
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+218
524
$10K 0.01%
+209
525
$10K 0.01%
+1,000
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