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 +$10.8M
2 +$7.8M
3 +$5.66M
4
BTT icon
BlackRock Municipal 2030 Target Term Trust
BTT
+$4.51M
5
AMZN icon
Amazon
AMZN
+$3.79M

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
576
$7K 0.01%
+46
577
$7K 0.01%
+200
578
$7K 0.01%
+156
579
$7K 0.01%
+200
580
$7K 0.01%
+128
581
$7K 0.01%
+272
582
$7K 0.01%
+288
583
$7K 0.01%
+450
584
$7K 0.01%
+59
585
$7K 0.01%
+7
586
$7K 0.01%
+88
587
$7K 0.01%
+1,000
588
$7K 0.01%
+400
589
$7K 0.01%
+130
590
$7K 0.01%
+200
591
$7K 0.01%
+500
592
$7K 0.01%
+47
593
$6K ﹤0.01%
+94
594
$6K ﹤0.01%
+145
595
$6K ﹤0.01%
+100
596
$6K ﹤0.01%
+312
597
$6K ﹤0.01%
+589
598
$6K ﹤0.01%
+97
599
$6K ﹤0.01%
+689
600
$6K ﹤0.01%
+175