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
$297M
AUM Growth
+$30.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
198
New
Increased
Reduced
Closed

Top Buys

1
+$1.8M
2
+$1.27M
3
+$656K
4
SMCI icon
Super Micro Computer
SMCI
+$632K
5
BSJO
Invesco BulletShares 2024 High Yield Corporate Bond ETF
BSJO
+$496K

Top Sells

1
+$835K
2
+$629K
3
+$316K
4
BTT icon
BlackRock Municipal 2030 Target Term Trust
BTT
+$294K
5
MMIT icon
IQ MacKay Municipal Intermediate ETF
MMIT
+$251K

Sector Composition

1 Financials 7.39%
2 Technology 7.11%
3 Consumer Discretionary 4.61%
4 Communication Services 3.41%
5 Healthcare 3.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$713K 0.24%
6,277
77
$698K 0.24%
3,351
-100
78
$676K 0.23%
11,069
-200
79
$670K 0.23%
6,133
+1
80
$656K 0.22%
+8,183
81
$645K 0.22%
10,418
+2,377
82
$639K 0.22%
7,796
-712
83
$636K 0.21%
1,324
-84
84
$632K 0.21%
+6,260
85
$630K 0.21%
6,677
+87
86
$620K 0.21%
847
-76
87
$578K 0.19%
19,386
+4,831
88
$572K 0.19%
36,560
+20,355
89
$559K 0.19%
9,756
-100
90
$555K 0.19%
5,622
91
$553K 0.19%
13,120
+1,998
92
$548K 0.18%
4,175
-310
93
$532K 0.18%
26,400
94
$530K 0.18%
1,381
95
$506K 0.17%
2,184
96
$504K 0.17%
2,953
-81
97
$496K 0.17%
+21,818
98
$494K 0.17%
9,735
-515
99
$475K 0.16%
3,580
-240
100
$470K 0.16%
2,970
-42
2 3
4
5 6