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
151
$118K 0.09%
+3,792
152
$117K 0.09%
+3,985
153
$116K 0.09%
+8,630
154
$116K 0.09%
+5,100
155
$114K 0.09%
+1,214
156
$111K 0.08%
+2,300
157
$111K 0.08%
+1,624
158
$109K 0.08%
+1,600
159
$108K 0.08%
+5,308
160
$108K 0.08%
+9,800
161
$106K 0.08%
+3,102
162
$102K 0.08%
+2,182
163
$102K 0.08%
+3,600
164
$98K 0.07%
+402
165
$98K 0.07%
+1,888
166
$96K 0.07%
+11,593
167
$93K 0.07%
+350
168
$91K 0.07%
+665
169
$91K 0.07%
+1,317
170
$91K 0.07%
+27,240
171
$90K 0.07%
+2,019
172
$90K 0.07%
+1,175
173
$89K 0.07%
+814
174
$89K 0.07%
+582
175
$88K 0.07%
+1,327
5 6
7
8 9