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
$239M
AUM Growth
+$4.91M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
214
New
Increased
Reduced
Closed

Top Buys

1
+$3.22M
2
+$1.8M
3
+$1.35M
4
TSLA icon
Tesla
TSLA
+$1.34M
5
NOBL icon
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
+$725K

Top Sells

1
+$960K
2
+$757K
3
+$654K
4
FDN icon
First Trust Dow Jones Internet Index Fund ETF
FDN
+$507K
5
BTT icon
BlackRock Municipal 2030 Target Term Trust
BTT
+$371K

Sector Composition

1 Financials 6.63%
2 Technology 5.32%
3 Consumer Discretionary 4.44%
4 Healthcare 3.31%
5 Industrials 3.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$614K 0.26%
6,959
+6,597
77
$608K 0.25%
25,759
78
$606K 0.25%
31,300
+19,500
79
$597K 0.25%
1,717
+44
80
$589K 0.25%
9,724
+3,366
81
$588K 0.25%
7,008
-41
82
$579K 0.24%
30,989
+1,551
83
$577K 0.24%
7,541
+142
84
$564K 0.24%
34,936
-114
85
$556K 0.23%
25,302
+8,652
86
$552K 0.23%
11,064
+3,508
87
$546K 0.23%
6,243
+757
88
$544K 0.23%
14,063
-8
89
$536K 0.22%
20,006
-29
90
$534K 0.22%
4,270
-155
91
$527K 0.22%
15,421
-764
92
$524K 0.22%
60,902
-3,329
93
$521K 0.22%
9,146
-215
94
$520K 0.22%
2,427
+12
95
$517K 0.22%
+28,186
96
$508K 0.21%
4,362
+1,478
97
$502K 0.21%
2,134
+65
98
$501K 0.21%
33,543
-1,254
99
$499K 0.21%
6,061
+599
100
$496K 0.21%
5,155
-784
2 3
4
5 6