WCM

WealthBridge Capital Management Portfolio holdings

AUM $439M
1-Year Est. Return 20.11%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.11%
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
526
$10K 0.01%
+73
527
$10K 0.01%
+454
528
$10K 0.01%
+124
529
$10K 0.01%
+152
530
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+200
531
$9K 0.01%
+160
532
$9K 0.01%
+692
533
$9K 0.01%
+600
534
$9K 0.01%
+104
535
$9K 0.01%
+510
536
$9K 0.01%
+48
537
$9K 0.01%
+236
538
$9K 0.01%
+81
539
$9K 0.01%
+218
540
$9K 0.01%
+30
541
$9K 0.01%
+91
542
$9K 0.01%
+172
543
$9K 0.01%
+168
544
$9K 0.01%
+650
545
$9K 0.01%
+1,266
546
$9K 0.01%
+200
547
$9K 0.01%
+95
548
$9K 0.01%
+231
549
$9K 0.01%
+130
550
$8K 0.01%
+209
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