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
176
$221K 0.07%
12,000
177
$221K 0.07%
+2,979
178
$217K 0.07%
+1,644
179
$216K 0.07%
474
+1
180
$215K 0.07%
+3,573
181
$212K 0.07%
34,822
182
$210K 0.07%
34,407
+800
183
$210K 0.07%
3,430
184
$209K 0.07%
15,800
+250
185
$207K 0.07%
+835
186
$205K 0.07%
+4,855
187
$189K 0.06%
10,741
-680
188
$182K 0.06%
18,500
-1,925
189
$137K 0.05%
16,850
+464
190
$114K 0.04%
10,283
-700
191
$94.6K 0.03%
10,000
192
$69.8K 0.02%
13,000
193
– –
-10,000
194
– –
-784
195
– –
-10,944
196
– –
-10,207
197
– –
-14,530
198
– –
-2,300
4 5 6 7
8