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
101
$467K 0.17%
1,963
-134
102
$462K 0.17%
11,463
+300
103
$443K 0.16%
1,389
+1
104
$439K 0.16%
4,008
-96
105
$422K 0.15%
10,767
+224
106
$414K 0.15%
19,033
+230
107
$408K 0.15%
1,030
108
$407K 0.15%
4,123
+8
109
$384K 0.14%
4,452
-1,175
110
$382K 0.14%
24,325
+2,969
111
$364K 0.13%
5,008
112
$358K 0.13%
6,725
113
$350K 0.13%
22,265
114
$349K 0.13%
4,700
115
$345K 0.13%
20,981
+1,545
116
$340K 0.12%
2,952
117
$338K 0.12%
2,129
+35
118
$331K 0.12%
36,900
+17,600
119
$331K 0.12%
720
120
$328K 0.12%
375
121
$328K 0.12%
6,280
+332
122
$325K 0.12%
2,942
123
$321K 0.12%
+3,461
124
$320K 0.12%
1,311
125
$311K 0.11%
+3,772
3 4
5
6 7