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
126
$376K 0.16%
15,073
+5,370
127
$372K 0.16%
5,850
+664
128
$371K 0.16%
2,977
-407
129
$367K 0.15%
15,190
-13,235
130
$363K 0.15%
6,775
+475
131
$362K 0.15%
+4,861
132
$361K 0.15%
2,377
-551
133
$358K 0.15%
5,292
-855
134
$357K 0.15%
24,460
-9,620
135
$345K 0.14%
8,751
-1,110
136
$335K 0.14%
3,855
-303
137
$334K 0.14%
1,272
-11
138
$329K 0.14%
3,156
+16
139
$325K 0.14%
2,928
+143
140
$321K 0.13%
6,726
-370
141
$321K 0.13%
+12,183
142
$321K 0.13%
2,532
-1,553
143
$319K 0.13%
7,239
-210
144
$317K 0.13%
2,836
+11
145
$311K 0.13%
17,358
146
$310K 0.13%
4,132
+550
147
$303K 0.13%
9,937
-2,053
148
$295K 0.12%
+6,766
149
$294K 0.12%
2,504
+1
150
$294K 0.12%
+803
4 5
6
7 8