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
126
$308K 0.11%
+1,057
127
$307K 0.11%
17,013
-1,000
128
$301K 0.11%
1,346
129
$298K 0.11%
756
+57
130
$287K 0.1%
7,869
+156
131
$286K 0.1%
5,887
+1,017
132
$286K 0.1%
999
+101
133
$281K 0.1%
+3,465
134
$273K 0.1%
9,505
+1,100
135
$271K 0.1%
3,201
+12
136
$270K 0.1%
676
+10
137
$268K 0.1%
760
-1
138
$263K 0.1%
3,146
-1,000
139
$261K 0.1%
2,567
+367
140
$259K 0.09%
1,847
141
$257K 0.09%
15,365
142
$253K 0.09%
2,309
143
$253K 0.09%
539
-4
144
$252K 0.09%
1,032
145
$243K 0.09%
34,000
146
$238K 0.09%
3,680
147
$237K 0.09%
7,390
+10
148
$236K 0.09%
+997
149
$234K 0.09%
12,518
150
$233K 0.08%
+13,050
3 4 5
6
7