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
126
$325K 0.11%
1,992
+142
127
$316K 0.11%
11,942
-113
128
$307K 0.1%
1,943
+149
129
$301K 0.1%
12,127
+81
130
$299K 0.1%
+3,754
131
$297K 0.1%
4,464
+150
132
$296K 0.1%
20,479
+18
133
$296K 0.1%
+13,284
134
$294K 0.1%
1,033
-187
135
$293K 0.1%
12,411
+909
136
$285K 0.1%
2,589
+5
137
$283K 0.1%
3,680
138
$282K 0.09%
11,107
-120
139
$281K 0.09%
2,505
140
$279K 0.09%
6,641
-1
141
$272K 0.09%
2,209
142
$269K 0.09%
22,286
+1,000
143
$269K 0.09%
1,407
-40
144
$268K 0.09%
1,089
145
$263K 0.09%
3,672
-1
146
$262K 0.09%
2,821
+155
147
$259K 0.09%
3,394
-249
148
$254K 0.09%
454
149
$252K 0.09%
+7,131
150
$252K 0.08%
+1,320
4 5
6
7 8