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
826
$1K ﹤0.01%
+10
827
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+23
828
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+13
829
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+10
830
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+43
831
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+40
832
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+21
833
$1K ﹤0.01%
+48
834
$1K ﹤0.01%
+12
835
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+22
836
$1K ﹤0.01%
+4
837
$1K ﹤0.01%
+6
838
$1K ﹤0.01%
+27
839
$1K ﹤0.01%
+12
840
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+46
841
$1K ﹤0.01%
+50
842
$1K ﹤0.01%
+50
843
$1K ﹤0.01%
+20
844
$1K ﹤0.01%
+10
845
$1K ﹤0.01%
+10
846
$1K ﹤0.01%
+14
847
$1K ﹤0.01%
+50
848
$1K ﹤0.01%
+5
849
$1K ﹤0.01%
+64
850
$1K ﹤0.01%
+16
32 33
34
35 36