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
1
$17.5M 7.29%
45,429
-1,701
2
$13.3M 5.55%
94,051
+9,544
3
$11.7M 4.89%
30,620
+242
4
$10.4M 4.36%
33,810
+587
5
$10.4M 4.35%
489,036
-17,433
6
$8.27M 3.46%
63,661
+717
7
$5.66M 2.36%
21,256
-2,843
8
$4.94M 2.07%
45,679
+2,891
9
$4.56M 1.91%
54,340
+2,186
10
$3.93M 1.64%
78,447
-6,498
11
$3.84M 1.61%
25,310
+212
12
$3.78M 1.58%
53,904
-3,943
13
$3.66M 1.53%
19,123
-67
14
$3.51M 1.47%
36,585
15
$3.51M 1.47%
48,702
-938
16
$3.38M 1.41%
38,068
+36,255
17
$3.32M 1.39%
71,136
+726
18
$2.99M 1.25%
12,474
+877
19
$2.88M 1.2%
38,708
-844
20
$2.8M 1.17%
16,035
+93
21
$2.64M 1.1%
15,574
+570
22
$2.54M 1.06%
74,430
-130
23
$2.4M 1%
37,583
+123
24
$2.19M 0.91%
14,431
+263
25
$2.09M 0.87%
15,603
-873
1
2 3 4 5