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
751
$3K ﹤0.01%
+1
752
$2K ﹤0.01%
+86
753
$2K ﹤0.01%
+25
754
$2K ﹤0.01%
+22
755
$2K ﹤0.01%
+58
756
$2K ﹤0.01%
+35
757
$2K ﹤0.01%
+74
758
$2K ﹤0.01%
+92
759
$2K ﹤0.01%
+108
760
$2K ﹤0.01%
+12
761
$2K ﹤0.01%
+41
762
$2K ﹤0.01%
+30
763
$2K ﹤0.01%
+618
764
$2K ﹤0.01%
+80
765
$2K ﹤0.01%
+19
766
$2K ﹤0.01%
+11
767
$2K ﹤0.01%
+46
768
$2K ﹤0.01%
+23
769
$2K ﹤0.01%
+22
770
$2K ﹤0.01%
+94
771
$2K ﹤0.01%
+90
772
$2K ﹤0.01%
+50
773
$2K ﹤0.01%
+37
774
$2K ﹤0.01%
+100
775
$2K ﹤0.01%
+47
29 30
31
32 33