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
$275M
AUM Growth
+$29.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
167
New
Increased
Reduced
Closed

Top Buys

1
+$1.49M
2
+$1.48M
3
+$1.12M
4
IVE icon
iShares S&P 500 Value ETF
IVE
+$712K
5
BTT icon
BlackRock Municipal 2030 Target Term Trust
BTT
+$630K

Top Sells

1
+$418K
2
+$358K
3
+$348K
4
SPGI icon
S&P Global
SPGI
+$340K
5
CMCSA icon
Comcast
CMCSA
+$221K

Sector Composition

1 Financials 5.67%
2 Consumer Discretionary 5.27%
3 Technology 4.64%
4 Communication Services 4.62%
5 Healthcare 2.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.21M 0.44%
20,290
+19
52
$1.21M 0.44%
47,943
+3,066
53
$1.12M 0.41%
+23,231
54
$1.11M 0.4%
9,865
-97
55
$1.09M 0.4%
7,046
-142
56
$1.07M 0.39%
17,936
-150
57
$1.05M 0.38%
90,957
+1,229
58
$1.03M 0.38%
10,386
+950
59
$1.02M 0.37%
29,259
+4,800
60
$936K 0.34%
15,309
-600
61
$934K 0.34%
3,994
+5
62
$933K 0.34%
10,082
-3,761
63
$925K 0.34%
16,076
+803
64
$918K 0.33%
10,239
-500
65
$918K 0.33%
3,868
-230
66
$870K 0.32%
12,084
+3,217
67
$864K 0.31%
11,136
+965
68
$854K 0.31%
27,630
+5,771
69
$841K 0.31%
9,276
+422
70
$837K 0.3%
2
71
$831K 0.3%
21,114
+464
72
$831K 0.3%
5,629
-77
73
$824K 0.3%
12,568
+3,077
74
$813K 0.3%
8,511
+553
75
$811K 0.3%
8,661
-40
1 2
3
4 5