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
901
$1K ﹤0.01%
+18
902
$1K ﹤0.01%
+20
903
$1K ﹤0.01%
+10
904
$1K ﹤0.01%
+5
905
$1K ﹤0.01%
+10
906
$1K ﹤0.01%
+54
907
$1K ﹤0.01%
+131
908
$1K ﹤0.01%
+28
909
$1K ﹤0.01%
+16
910
$1K ﹤0.01%
+8
911
$1K ﹤0.01%
+100
912
$1K ﹤0.01%
+22
913
$1K ﹤0.01%
+27
914
$1K ﹤0.01%
+30
915
$1K ﹤0.01%
+19
916
$1K ﹤0.01%
+12
917
$1K ﹤0.01%
+57
918
$1K ﹤0.01%
+19
919
$1K ﹤0.01%
+100
920
$1K ﹤0.01%
+100
921
$1K ﹤0.01%
+16
922
$1K ﹤0.01%
+9
923
$1K ﹤0.01%
+28
924
$1K ﹤0.01%
+40
925
$1K ﹤0.01%
+14
35 36
37
38 39