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
176
$226K 0.09%
191
+1
177
$223K 0.09%
+8,873
178
$222K 0.09%
+4,314
179
$219K 0.09%
471
-263
180
$217K 0.09%
+398
181
$217K 0.09%
2,084
-2,304
182
$213K 0.09%
888
-833
183
$212K 0.09%
996
+85
184
$207K 0.09%
+2,051
185
$205K 0.09%
1,455
-3
186
$202K 0.08%
+2,209
187
$191K 0.08%
2,979
-484
188
$171K 0.07%
14,765
-600
189
$164K 0.07%
12,450
-1,000
190
$163K 0.07%
11,535
191
$159K 0.07%
12,000
192
$142K 0.06%
14,125
-8,175
193
$114K 0.05%
15,035
+600
194
$94.2K 0.04%
+10,000
195
$67.3K 0.03%
13,000
-29,400
196
$52.6K 0.02%
10,074
-2,584
197
– –
-16,153
198
– –
-1,762
199
– –
-2,022
200
– –
-12,325
5 6 7
8
9