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
101
$466K 0.16%
16,619
-215
102
$465K 0.16%
4,295
+403
103
$463K 0.16%
5,484
104
$456K 0.15%
4,249
-1,906
105
$455K 0.15%
52,221
+1,444
106
$447K 0.15%
2,496
-11
107
$446K 0.15%
7,380
108
$437K 0.15%
3,794
-62
109
$417K 0.14%
795
+12
110
$408K 0.14%
3,095
+193
111
$401K 0.14%
7,136
+3,154
112
$387K 0.13%
1,125
+45
113
$375K 0.13%
13,833
-2,235
114
$370K 0.12%
6,778
-2
115
$369K 0.12%
2,658
-294
116
$360K 0.12%
11,306
-708
117
$359K 0.12%
5,160
-31
118
$356K 0.12%
29,065
+10,300
119
$355K 0.12%
6,088
-20
120
$353K 0.12%
17,358
121
$335K 0.11%
2,403
-1,232
122
$333K 0.11%
1,775
-216
123
$328K 0.11%
16,137
+309
124
$327K 0.11%
891
+3
125
$325K 0.11%
5,640
-238
3 4
5
6 7