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
$275M
AUM Growth
+$29.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
167
New
Increased
Reduced
Closed

Top Buys

1
+$1.49M
2
+$1.48M
3
+$1.12M
4
IVE icon
iShares S&P 500 Value ETF
IVE
+$712K
5
BTT icon
BlackRock Municipal 2030 Target Term Trust
BTT
+$630K

Top Sells

1
+$418K
2
+$358K
3
+$348K
4
SPGI icon
S&P Global
SPGI
+$340K
5
CMCSA icon
Comcast
CMCSA
+$221K

Sector Composition

1 Financials 5.67%
2 Consumer Discretionary 5.27%
3 Technology 4.64%
4 Communication Services 4.62%
5 Healthcare 2.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$800K 0.29%
14,785
-900
77
$789K 0.29%
8,031
78
$771K 0.28%
5,946
-270
79
$769K 0.28%
6,300
80
$764K 0.28%
6,588
+30
81
$758K 0.28%
5,117
-497
82
$753K 0.27%
22,344
-1
83
$740K 0.27%
3,204
84
$721K 0.26%
12,590
+603
85
$713K 0.26%
19,433
+6,116
86
$676K 0.25%
3,845
+6
87
$642K 0.23%
36,918
-2,094
88
$617K 0.22%
37,338
+750
89
$596K 0.22%
1,632
90
$560K 0.2%
3,136
+1,112
91
$548K 0.2%
2,242
+2
92
$545K 0.2%
1,023
-251
93
$537K 0.2%
26,840
+1,520
94
$532K 0.19%
4,710
+1
95
$509K 0.19%
10,876
96
$509K 0.19%
1,272
-25
97
$508K 0.18%
3,085
98
$495K 0.18%
4,045
+160
99
$478K 0.17%
8,529
-450
100
$469K 0.17%
8,697
+2,739
2 3
4
5 6