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
176
$88K 0.07%
+1,735
177
$87K 0.07%
+11,655
178
$87K 0.07%
+1,193
179
$85K 0.06%
+1,990
180
$85K 0.06%
+2,175
181
$85K 0.06%
+509
182
$84K 0.06%
+773
183
$84K 0.06%
+717
184
$84K 0.06%
+970
185
$84K 0.06%
+1,004
186
$83K 0.06%
+900
187
$82K 0.06%
+355
188
$82K 0.06%
+6,518
189
$80K 0.06%
+926
190
$80K 0.06%
+1,414
191
$79K 0.06%
+1,656
192
$79K 0.06%
+1,223
193
$79K 0.06%
+6,448
194
$79K 0.06%
+658
195
$78K 0.06%
+5,100
196
$77K 0.06%
+1,306
197
$77K 0.06%
+3,367
198
$76K 0.06%
+1,407
199
$76K 0.06%
+3,037
200
$75K 0.06%
+1,638
6 7
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