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
$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
726
$3K ﹤0.01%
+49
727
$3K ﹤0.01%
+258
728
$3K ﹤0.01%
+229
729
$3K ﹤0.01%
+384
730
$3K ﹤0.01%
+20
731
$3K ﹤0.01%
+200
732
$3K ﹤0.01%
+29
733
$3K ﹤0.01%
+350
734
$3K ﹤0.01%
+100
735
$3K ﹤0.01%
+48
736
$3K ﹤0.01%
+504
737
$3K ﹤0.01%
+29
738
$3K ﹤0.01%
+75
739
$3K ﹤0.01%
+100
740
$3K ﹤0.01%
+39
741
$3K ﹤0.01%
+36
742
$3K ﹤0.01%
+163
743
$3K ﹤0.01%
+34
744
$3K ﹤0.01%
+89
745
$3K ﹤0.01%
+55
746
$3K ﹤0.01%
+9
747
$3K ﹤0.01%
+72
748
$3K ﹤0.01%
+19
749
$3K ﹤0.01%
+85
750
$3K ﹤0.01%
+290
28 29
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