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
926
$1K ﹤0.01%
+15
927
$1K ﹤0.01%
+21
928
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+50
929
$1K ﹤0.01%
+125
930
$1K ﹤0.01%
+4
931
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+6
932
$1K ﹤0.01%
+32
933
$1K ﹤0.01%
+62
934
$0 ﹤0.01%
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935
$0 ﹤0.01%
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936
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+8
937
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938
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939
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940
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941
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942
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943
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944
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945
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946
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947
$0 ﹤0.01%
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948
$0 ﹤0.01%
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949
$0 ﹤0.01%
+7
950
$0 ﹤0.01%
+2
36 37
38
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