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
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5 6 7 8
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