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
101
$196K 0.15%
+19,063
102
$195K 0.15%
+1,759
103
$193K 0.15%
+3,373
104
$193K 0.15%
+1,465
105
$191K 0.15%
+3,056
106
$185K 0.14%
+2,025
107
$185K 0.14%
+4,126
108
$181K 0.14%
+4,373
109
$179K 0.14%
+1,656
110
$178K 0.14%
+4,069
111
$177K 0.13%
+3,680
112
$177K 0.13%
+13,622
113
$176K 0.13%
+5,425
114
$170K 0.13%
+8,619
115
$168K 0.13%
+1,248
116
$164K 0.12%
+956
117
$161K 0.12%
+3,118
118
$160K 0.12%
+1,199
119
$160K 0.12%
+1,753
120
$159K 0.12%
+3,664
121
$158K 0.12%
+1,151
122
$156K 0.12%
+626
123
$155K 0.12%
+5,420
124
$151K 0.11%
+774
125
$148K 0.11%
+4,445
3 4
5
6 7