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
801
$2K ﹤0.01%
+49
802
$2K ﹤0.01%
+1,304
803
$2K ﹤0.01%
+41
804
$2K ﹤0.01%
+126
805
$2K ﹤0.01%
+106
806
$2K ﹤0.01%
+22
807
$2K ﹤0.01%
+49
808
$2K ﹤0.01%
+68
809
$2K ﹤0.01%
+57
810
$1K ﹤0.01%
+12
811
$1K ﹤0.01%
+22
812
$1K ﹤0.01%
+4
813
$1K ﹤0.01%
+6
814
$1K ﹤0.01%
+27
815
$1K ﹤0.01%
+12
816
$1K ﹤0.01%
+46
817
$1K ﹤0.01%
+50
818
$1K ﹤0.01%
+9
819
$1K ﹤0.01%
+20
820
$1K ﹤0.01%
+18
821
$1K ﹤0.01%
+31
822
$1K ﹤0.01%
+63
823
$1K ﹤0.01%
+25
824
$1K ﹤0.01%
+4
825
$1K ﹤0.01%
+12
31 32
33
34 35