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
951
$0 ﹤0.01%
+5
952
$0 ﹤0.01%
+4
953
$0 ﹤0.01%
+29
954
$0 ﹤0.01%
+4
955
$0 ﹤0.01%
+7
956
$0 ﹤0.01%
+2
957
$0 ﹤0.01%
+6
958
$0 ﹤0.01%
+100
959
$0 ﹤0.01%
+6
960
$0 ﹤0.01%
+10
961
$0 ﹤0.01%
+6
962
$0 ﹤0.01%
+2
963
– –
0
964
$0 ﹤0.01%
+5
965
$0 ﹤0.01%
+27
966
$0 ﹤0.01%
+5
967
$0 ﹤0.01%
+4
968
$0 ﹤0.01%
+44
969
$0 ﹤0.01%
+1
970
$0 ﹤0.01%
+42
971
$0 ﹤0.01%
+3
972
$0 ﹤0.01%
+25
973
$0 ﹤0.01%
+4
974
$0 ﹤0.01%
+6
975
$0 ﹤0.01%
+2
36 37 38
39
40