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
$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 7.96%
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
1
$10M 7.61%
+109,481
2
$7.23M 5.49%
+28,913
3
$5.54M 4.21%
+27,120
4
$4.58M 3.48%
+223,485
5
$3.5M 2.66%
+29,988
6
$3.43M 2.6%
+45,620
7
$3.14M 2.39%
+23,471
8
$3.04M 2.31%
+12,065
9
$2.92M 2.22%
+73,924
10
$2.5M 1.9%
+32,124
11
$2.35M 1.79%
+39,322
12
$2.18M 1.66%
+54,500
13
$2.18M 1.66%
+91,483
14
$2.15M 1.63%
+41,017
15
$2.11M 1.61%
+9,062
16
$1.97M 1.49%
+37,960
17
$1.72M 1.31%
+35,584
18
$1.69M 1.28%
+6,309
19
$1.68M 1.28%
+36,088
20
$1.63M 1.24%
+5,392
21
$1.58M 1.2%
+69,540
22
$1.46M 1.11%
+22,687
23
$1.26M 0.96%
+27,016
24
$1.2M 0.91%
+11,965
25
$1.09M 0.83%
+8,353
1
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