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
851
$1K ﹤0.01%
+21
852
$1K ﹤0.01%
+800
853
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+27
854
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+72
855
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+43
856
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+14
857
$1K ﹤0.01%
+22
858
$1K ﹤0.01%
+23
859
$1K ﹤0.01%
+63
860
$1K ﹤0.01%
+63
861
$1K ﹤0.01%
+10
862
$1K ﹤0.01%
+25
863
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+61
864
$1K ﹤0.01%
+9
865
$1K ﹤0.01%
+20
866
$1K ﹤0.01%
+18
867
$1K ﹤0.01%
+31
868
$1K ﹤0.01%
+63
869
$1K ﹤0.01%
+25
870
$1K ﹤0.01%
+4
871
$1K ﹤0.01%
+12
872
$1K ﹤0.01%
+24
873
$1K ﹤0.01%
+26
874
$1K ﹤0.01%
+6
875
$1K ﹤0.01%
+25
33 34
35
36 37