WCM

WealthBridge Capital Management Portfolio holdings

AUM $439M
1-Year Est. Return 20.11%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.11%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$144M
AUM Growth
-$10.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
141
New
Increased
Reduced
Closed

Top Buys

1
+$6.22M
2
+$3.17M
3
+$2.71M
4
BTT icon
BlackRock Municipal 2030 Target Term Trust
BTT
+$2.59M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$1.85M

Top Sells

1
+$2.01M
2
+$1.63M
3
+$1.06M
4
PRFZ icon
Invesco FTSE RAFI US 1500 Small-Mid ETF
PRFZ
+$777K
5
IWM icon
iShares Russell 2000 ETF
IWM
+$759K

Sector Composition

1 Financials 7.37%
2 Communication Services 5.19%
3 Consumer Discretionary 4.85%
4 Technology 4.06%
5 Healthcare 2.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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