WCM

WealthBridge Capital Management Portfolio holdings

AUM $426M
1-Year Est. Return 19.08%
This Quarter Est. Return
1 Year Est. Return
+19.08%
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
701
$4K ﹤0.01%
+64
702
$4K ﹤0.01%
+33
703
$4K ﹤0.01%
+95
704
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705
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+31
706
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707
$4K ﹤0.01%
+778
708
$4K ﹤0.01%
+57
709
$4K ﹤0.01%
+106
710
$4K ﹤0.01%
+284
711
$4K ﹤0.01%
+100
712
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713
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714
$4K ﹤0.01%
+78
715
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+37
716
$4K ﹤0.01%
+92
717
$4K ﹤0.01%
+78
718
$4K ﹤0.01%
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719
$4K ﹤0.01%
+73
720
$4K ﹤0.01%
+336
721
$3K ﹤0.01%
+23
722
$3K ﹤0.01%
+223
723
$3K ﹤0.01%
+350
724
$3K ﹤0.01%
+179
725
$3K ﹤0.01%
+142
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