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
776
$2K ﹤0.01%
+46
777
$2K ﹤0.01%
+100
778
$2K ﹤0.01%
+77
779
$2K ﹤0.01%
+48
780
$2K ﹤0.01%
+100
781
$2K ﹤0.01%
+17
782
$2K ﹤0.01%
+14
783
$2K ﹤0.01%
+42
784
$2K ﹤0.01%
+19
785
$2K ﹤0.01%
+58
786
$2K ﹤0.01%
+13
787
$2K ﹤0.01%
+45
788
$2K ﹤0.01%
+173
789
$2K ﹤0.01%
+60
790
$2K ﹤0.01%
+348
791
$2K ﹤0.01%
+42
792
$2K ﹤0.01%
+31
793
$2K ﹤0.01%
+160
794
$2K ﹤0.01%
+12
795
$2K ﹤0.01%
+77
796
$2K ﹤0.01%
+92
797
$2K ﹤0.01%
+200
798
$2K ﹤0.01%
+100
799
$2K ﹤0.01%
+20
800
$2K ﹤0.01%
+100
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