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
$297M
AUM Growth
+$30.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
198
New
Increased
Reduced
Closed

Top Buys

1
+$1.8M
2
+$1.27M
3
+$656K
4
SMCI icon
Super Micro Computer
SMCI
+$632K
5
BSJO
Invesco BulletShares 2024 High Yield Corporate Bond ETF
BSJO
+$496K

Top Sells

1
+$835K
2
+$629K
3
+$316K
4
BTT icon
BlackRock Municipal 2030 Target Term Trust
BTT
+$294K
5
MMIT icon
IQ MacKay Municipal Intermediate ETF
MMIT
+$251K

Sector Composition

1 Financials 7.39%
2 Technology 7.11%
3 Consumer Discretionary 4.61%
4 Communication Services 3.41%
5 Healthcare 3.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.27M 0.43%
2
52
$1.25M 0.42%
31,477
+9,945
53
$1.2M 0.4%
44,655
-27
54
$1.11M 0.37%
4,442
+4
55
$1.1M 0.37%
16,266
+1,007
56
$1.09M 0.37%
1,799
-10
57
$1.08M 0.36%
3,855
-50
58
$1.08M 0.36%
7,126
-53
59
$1.03M 0.35%
11,998
-1,127
60
$1.01M 0.34%
23,998
+450
61
$1M 0.34%
12,484
+953
62
$957K 0.32%
12,178
-1,394
63
$914K 0.31%
7,100
+800
64
$849K 0.29%
3,010
65
$831K 0.28%
4,750
-291
66
$813K 0.27%
14,414
+8
67
$807K 0.27%
8,261
68
$785K 0.26%
34,454
+5,517
69
$767K 0.26%
40,838
+471
70
$754K 0.25%
1,566
-50
71
$742K 0.25%
36,513
+4,589
72
$741K 0.25%
1,498
-233
73
$737K 0.25%
6,673
+3
74
$726K 0.24%
8,070
+2,200
75
$714K 0.24%
5,560
+521
1 2
3
4 5