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
701
$4K ﹤0.01%
+78
702
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+37
703
$4K ﹤0.01%
+92
704
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+78
705
$4K ﹤0.01%
+200
706
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707
$4K ﹤0.01%
+336
708
$4K ﹤0.01%
+30
709
$4K ﹤0.01%
+255
710
$4K ﹤0.01%
+30
711
$4K ﹤0.01%
+415
712
$4K ﹤0.01%
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713
$4K ﹤0.01%
+330
714
$4K ﹤0.01%
+66
715
$4K ﹤0.01%
+75
716
$4K ﹤0.01%
+211
717
$4K ﹤0.01%
+42
718
$4K ﹤0.01%
+172
719
$4K ﹤0.01%
+365
720
$4K ﹤0.01%
+485
721
$3K ﹤0.01%
+23
722
$3K ﹤0.01%
+200
723
$3K ﹤0.01%
+29
724
$3K ﹤0.01%
+350
725
$3K ﹤0.01%
+100
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