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
$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 7.97%
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
126
$147K 0.11%
+3,353
127
$146K 0.11%
+2,700
128
$145K 0.11%
+1,990
129
$143K 0.11%
+2,901
130
$143K 0.11%
+11,957
131
$142K 0.11%
+9,404
132
$142K 0.11%
+1,185
133
$142K 0.11%
+7,272
134
$137K 0.1%
+5,571
135
$137K 0.1%
+673
136
$136K 0.1%
+16,412
137
$135K 0.1%
+22,000
138
$128K 0.1%
+10,026
139
$127K 0.1%
+1,000
140
$127K 0.1%
+8,340
141
$127K 0.1%
+3,825
142
$127K 0.1%
+2,435
143
$126K 0.1%
+11,000
144
$125K 0.1%
+3,316
145
$123K 0.09%
+1,280
146
$123K 0.09%
+4,130
147
$121K 0.09%
+1,624
148
$119K 0.09%
+2,005
149
$119K 0.09%
+11,535
150
$118K 0.09%
+451
4 5
6
7 8