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
151
$292K 0.12%
3,441
-316
152
$287K 0.12%
4,904
-105
153
$278K 0.12%
16,475
-747
154
$271K 0.11%
11,305
155
$268K 0.11%
+10,646
156
$268K 0.11%
13,422
+2,567
157
$266K 0.11%
5,596
-45
158
$264K 0.11%
2,785
-15
159
$264K 0.11%
2,828
+65
160
$258K 0.11%
4,834
-528
161
$257K 0.11%
3,604
+103
162
$248K 0.1%
574
-32
163
$246K 0.1%
1,750
164
$246K 0.1%
7,031
+45
165
$246K 0.1%
+9,544
166
$245K 0.1%
21,286
167
$242K 0.1%
1,171
+31
168
$241K 0.1%
496
+10
169
$241K 0.1%
+6,336
170
$240K 0.1%
8,257
-5,420
171
$239K 0.1%
3,078
+32
172
$233K 0.1%
3,680
173
$233K 0.1%
+9,274
174
$231K 0.1%
723
+12
175
$229K 0.1%
6,900
5 6
7
8 9