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
826
$1K ﹤0.01%
+19
827
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+100
828
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+25
829
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+200
830
$1K ﹤0.01%
+35
831
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+32
832
$1K ﹤0.01%
+6
833
$1K ﹤0.01%
+16
834
$1K ﹤0.01%
+15
835
$1K ﹤0.01%
+28
836
$1K ﹤0.01%
+14
837
$1K ﹤0.01%
+218
838
$1K ﹤0.01%
+21
839
$1K ﹤0.01%
+7
840
$1K ﹤0.01%
+16
841
$1K ﹤0.01%
+40
842
$1K ﹤0.01%
+42
843
$1K ﹤0.01%
+57
844
$1K ﹤0.01%
+32
845
$1K ﹤0.01%
+235
846
$1K ﹤0.01%
+20
847
$1K ﹤0.01%
+13
848
$1K ﹤0.01%
+17
849
$1K ﹤0.01%
+10
850
$1K ﹤0.01%
+23
32 33
34
35 36