WCM

WealthBridge Capital Management Portfolio holdings

AUM $434M
1-Year Est. Return 20.24%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.24%
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
+$10.8M
2
+$7.8M
3
+$5.66M
4
BTT icon
BlackRock Municipal 2030 Target Term Trust
BTT
+$4.51M
5
AMZN icon
Amazon
AMZN
+$3.79M

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%
+20
752
$2K ﹤0.01%
+200
753
$2K ﹤0.01%
+100
754
$2K ﹤0.01%
+47
755
$2K ﹤0.01%
+46
756
$2K ﹤0.01%
+100
757
$2K ﹤0.01%
+86
758
$2K ﹤0.01%
+25
759
$2K ﹤0.01%
+22
760
$2K ﹤0.01%
+58
761
$2K ﹤0.01%
+35
762
$2K ﹤0.01%
+19
763
$2K ﹤0.01%
+11
764
$2K ﹤0.01%
+46
765
$2K ﹤0.01%
+23
766
$2K ﹤0.01%
+22
767
$2K ﹤0.01%
+94
768
$2K ﹤0.01%
+90
769
$2K ﹤0.01%
+50
770
$2K ﹤0.01%
+37
771
$2K ﹤0.01%
+77
772
$2K ﹤0.01%
+48
773
$2K ﹤0.01%
+100
774
$2K ﹤0.01%
+17
775
$2K ﹤0.01%
+14
29 30
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