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
651
$5K ﹤0.01%
+136
652
$5K ﹤0.01%
+65
653
$5K ﹤0.01%
+81
654
$5K ﹤0.01%
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655
$5K ﹤0.01%
+92
656
$5K ﹤0.01%
+357
657
$5K ﹤0.01%
+78
658
$5K ﹤0.01%
+550
659
$5K ﹤0.01%
+188
660
$5K ﹤0.01%
+150
661
$5K ﹤0.01%
+81
662
$5K ﹤0.01%
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663
$5K ﹤0.01%
+320
664
$5K ﹤0.01%
+215
665
$5K ﹤0.01%
+99
666
$4K ﹤0.01%
+120
667
$4K ﹤0.01%
+38
668
$4K ﹤0.01%
+144
669
$4K ﹤0.01%
+200
670
$4K ﹤0.01%
+120
671
$4K ﹤0.01%
+147
672
$4K ﹤0.01%
+58
673
$4K ﹤0.01%
+360
674
$4K ﹤0.01%
+216
675
$4K ﹤0.01%
+60
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