WCM

WealthBridge Capital Management Portfolio holdings

AUM $434M
1-Year Est. Return 20.24%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.24%
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
851
$1K ﹤0.01%
+72
852
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853
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854
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855
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856
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857
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+63
858
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+10
859
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860
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861
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862
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864
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865
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866
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+25
867
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868
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869
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870
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+26
871
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+6
872
$1K ﹤0.01%
+25
873
$1K ﹤0.01%
+131
874
$1K ﹤0.01%
+6
875
$1K ﹤0.01%
+31
33 34
35
36 37