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
$239M
AUM Growth
+$4.91M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
214
New
Increased
Reduced
Closed

Top Buys

1
+$3.22M
2
+$1.8M
3
+$1.35M
4
TSLA icon
Tesla
TSLA
+$1.34M
5
NOBL icon
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
+$725K

Top Sells

1
+$960K
2
+$757K
3
+$654K
4
FDN icon
First Trust Dow Jones Internet Index Fund ETF
FDN
+$507K
5
BTT icon
BlackRock Municipal 2030 Target Term Trust
BTT
+$371K

Sector Composition

1 Financials 6.63%
2 Technology 5.32%
3 Consumer Discretionary 4.44%
4 Healthcare 3.31%
5 Industrials 3.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.06M 0.44%
11,981
-1,173
52
$1.04M 0.43%
17,212
+233
53
$1.04M 0.43%
41,196
+1,314
54
$1.03M 0.43%
7,932
-67
55
$1.01M 0.42%
5,067
+20
56
$1M 0.42%
32,400
57
$994K 0.42%
5,628
-17
58
$984K 0.41%
20,817
-213
59
$954K 0.4%
3,021
+22
60
$862K 0.36%
4,228
+342
61
$843K 0.35%
4,059
+415
62
$840K 0.35%
3,187
-17
63
$837K 0.35%
7,588
+131
64
$830K 0.35%
16,204
-114
65
$805K 0.34%
1,519
+72
66
$805K 0.34%
23,285
+273
67
$787K 0.33%
5,396
-648
68
$753K 0.31%
33,308
-8,240
69
$740K 0.31%
12,409
+100
70
$717K 0.3%
7,575
-155
71
$713K 0.3%
6,493
+27
72
$683K 0.29%
8,261
73
$659K 0.28%
13,037
-198
74
$655K 0.27%
5,112
75
$618K 0.26%
10,517
+4,454
1 2
3
4 5