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
801
$2K ﹤0.01%
+68
802
$2K ﹤0.01%
+57
803
$2K ﹤0.01%
+92
804
$2K ﹤0.01%
+108
805
$2K ﹤0.01%
+12
806
$2K ﹤0.01%
+41
807
$2K ﹤0.01%
+30
808
$2K ﹤0.01%
+618
809
$2K ﹤0.01%
+80
810
$1K ﹤0.01%
+28
811
$1K ﹤0.01%
+10
812
$1K ﹤0.01%
+5
813
$1K ﹤0.01%
+14
814
$1K ﹤0.01%
+218
815
$1K ﹤0.01%
+21
816
$1K ﹤0.01%
+7
817
$1K ﹤0.01%
+16
818
$1K ﹤0.01%
+40
819
$1K ﹤0.01%
+42
820
$1K ﹤0.01%
+57
821
$1K ﹤0.01%
+32
822
$1K ﹤0.01%
+235
823
$1K ﹤0.01%
+20
824
$1K ﹤0.01%
+13
825
$1K ﹤0.01%
+17
31 32
33
34 35