WCM

WealthBridge Capital Management Portfolio holdings

AUM $394M
1-Year Est. Return 17.03%
This Quarter Est. Return
1 Year Est. Return
+17.03%
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 7.96%
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
51
$536K 0.41%
+7,414
52
$509K 0.39%
+8,431
53
$507K 0.39%
+7,775
54
$498K 0.38%
+2,805
55
$497K 0.38%
+4,096
56
$482K 0.37%
+8,273
57
$469K 0.36%
+34,988
58
$466K 0.35%
+8,768
59
$435K 0.33%
+16,732
60
$426K 0.32%
+7,573
61
$414K 0.31%
+4,633
62
$405K 0.31%
+40,500
63
$389K 0.3%
+3,018
64
$385K 0.29%
+12,855
65
$376K 0.29%
+6,624
66
$376K 0.29%
+17,428
67
$367K 0.28%
+4,095
68
$360K 0.27%
+5,815
69
$354K 0.27%
+9,237
70
$349K 0.27%
+8,322
71
$348K 0.26%
+14,165
72
$341K 0.26%
+19,407
73
$327K 0.25%
+6,260
74
$318K 0.24%
+18,376
75
$317K 0.24%
+4,574
1 2
3
4 5