WCM

WealthBridge Capital Management Portfolio holdings

AUM $439M
1-Year Est. Return 20.11%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.11%
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%
+42
777
$2K ﹤0.01%
+19
778
$2K ﹤0.01%
+58
779
$2K ﹤0.01%
+13
780
$2K ﹤0.01%
+45
781
$2K ﹤0.01%
+173
782
$2K ﹤0.01%
+60
783
$2K ﹤0.01%
+348
784
$2K ﹤0.01%
+42
785
$2K ﹤0.01%
+31
786
$2K ﹤0.01%
+160
787
$2K ﹤0.01%
+12
788
$2K ﹤0.01%
+77
789
$2K ﹤0.01%
+92
790
$2K ﹤0.01%
+200
791
$2K ﹤0.01%
+100
792
$2K ﹤0.01%
+20
793
$2K ﹤0.01%
+100
794
$2K ﹤0.01%
+49
795
$2K ﹤0.01%
+1,304
796
$2K ﹤0.01%
+41
797
$2K ﹤0.01%
+126
798
$2K ﹤0.01%
+106
799
$2K ﹤0.01%
+22
800
$2K ﹤0.01%
+49
30 31
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