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
626
$5K ﹤0.01%
+66
627
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+88
628
$5K ﹤0.01%
+51
629
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630
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631
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632
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633
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+100
634
$5K ﹤0.01%
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635
$5K ﹤0.01%
+83
636
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+13
637
$5K ﹤0.01%
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638
$5K ﹤0.01%
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639
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640
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641
$5K ﹤0.01%
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642
$5K ﹤0.01%
+814
643
$5K ﹤0.01%
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644
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645
$5K ﹤0.01%
+160
646
$5K ﹤0.01%
+86
647
$5K ﹤0.01%
+374
648
$5K ﹤0.01%
+203
649
$5K ﹤0.01%
+624
650
$5K ﹤0.01%
+168
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