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
+$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
826
$1K ﹤0.01%
+4
827
$1K ﹤0.01%
+32
828
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+18
829
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+18
830
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+20
831
$1K ﹤0.01%
+125
832
$1K ﹤0.01%
+14
833
$1K ﹤0.01%
+218
834
$1K ﹤0.01%
+21
835
$1K ﹤0.01%
+7
836
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+16
837
$1K ﹤0.01%
+40
838
$1K ﹤0.01%
+42
839
$1K ﹤0.01%
+57
840
$1K ﹤0.01%
+32
841
$1K ﹤0.01%
+235
842
$1K ﹤0.01%
+20
843
$1K ﹤0.01%
+13
844
$1K ﹤0.01%
+17
845
$1K ﹤0.01%
+10
846
$1K ﹤0.01%
+4
847
$1K ﹤0.01%
+6
848
$1K ﹤0.01%
+27
849
$1K ﹤0.01%
+12
850
$1K ﹤0.01%
+46
32 33
34
35 36