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
676
$4K ﹤0.01%
+921
677
$4K ﹤0.01%
+178
678
$4K ﹤0.01%
+300
679
$4K ﹤0.01%
+60
680
$4K ﹤0.01%
+176
681
$4K ﹤0.01%
+1,482
682
$4K ﹤0.01%
+310
683
$4K ﹤0.01%
+15
684
$4K ﹤0.01%
+145
685
$4K ﹤0.01%
+125
686
$4K ﹤0.01%
+90
687
$4K ﹤0.01%
+306
688
$4K ﹤0.01%
+64
689
$4K ﹤0.01%
+33
690
$4K ﹤0.01%
+95
691
$4K ﹤0.01%
+121
692
$4K ﹤0.01%
+31
693
$4K ﹤0.01%
+177
694
$4K ﹤0.01%
+778
695
$4K ﹤0.01%
+57
696
$4K ﹤0.01%
+106
697
$4K ﹤0.01%
+284
698
$4K ﹤0.01%
+100
699
$4K ﹤0.01%
+38
700
$4K ﹤0.01%
+120
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