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
101
$489K 0.2%
18,453
+365
102
$483K 0.2%
3,882
-98
103
$481K 0.2%
28,167
+8,686
104
$471K 0.2%
10,956
-3,135
105
$462K 0.19%
15,680
-7,250
106
$458K 0.19%
5,500
107
$456K 0.19%
9,978
+908
108
$449K 0.19%
9,652
-1,366
109
$441K 0.18%
966
+53
110
$434K 0.18%
+15,093
111
$433K 0.18%
5,012
-1,781
112
$427K 0.18%
21,251
-1,683
113
$427K 0.18%
2,647
-180
114
$413K 0.17%
963
-33
115
$409K 0.17%
2,353
+158
116
$409K 0.17%
15,462
+2,025
117
$408K 0.17%
29,343
-5,706
118
$402K 0.17%
17,263
+1,291
119
$399K 0.17%
5,622
-41
120
$396K 0.17%
4,266
-669
121
$394K 0.16%
4,718
+367
122
$389K 0.16%
3,299
+170
123
$381K 0.16%
3,164
-1,371
124
$377K 0.16%
7,522
-1,453
125
$377K 0.16%
17,779
-7,091
3 4
5
6 7