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
+$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
926
$1K ﹤0.01%
+14
927
$1K ﹤0.01%
+15
928
$1K ﹤0.01%
+21
929
$1K ﹤0.01%
+50
930
$1K ﹤0.01%
+4
931
$1K ﹤0.01%
+6
932
$1K ﹤0.01%
+32
933
$1K ﹤0.01%
+62
934
$0 ﹤0.01%
+5
935
$0 ﹤0.01%
+2
936
$0 ﹤0.01%
+4
937
$0 ﹤0.01%
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938
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939
$0 ﹤0.01%
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940
$0 ﹤0.01%
+11
941
– –
0
942
$0 ﹤0.01%
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943
$0 ﹤0.01%
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944
$0 ﹤0.01%
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945
$0 ﹤0.01%
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946
$0 ﹤0.01%
+4
947
$0 ﹤0.01%
+4
948
$0 ﹤0.01%
+2
949
$0 ﹤0.01%
+14
950
$0 ﹤0.01%
+35
36 37
38
39 40