WCM

WealthBridge Capital Management Portfolio holdings

AUM $394M
1-Year Est. Return 17.03%
This Quarter Est. Return
1 Year Est. Return
+17.03%
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 7.96%
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
76
$307K 0.23%
+8,964
77
$302K 0.23%
+29,164
78
$289K 0.22%
+8,750
79
$287K 0.22%
+2,252
80
$278K 0.21%
+10,790
81
$275K 0.21%
+4,195
82
$274K 0.21%
+4,104
83
$274K 0.21%
+2,036
84
$273K 0.21%
+2,704
85
$267K 0.2%
+5,896
86
$257K 0.2%
+4,487
87
$254K 0.19%
+5,035
88
$253K 0.19%
+1,715
89
$243K 0.18%
+2,220
90
$236K 0.18%
+1,856
91
$236K 0.18%
+1,253
92
$231K 0.18%
+2,733
93
$224K 0.17%
+9,550
94
$218K 0.17%
+10,720
95
$214K 0.16%
+6,393
96
$213K 0.16%
+2,859
97
$211K 0.16%
+4,477
98
$201K 0.15%
+6,369
99
$200K 0.15%
+2,020
100
$197K 0.15%
+3,779
2 3
4
5 6