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
1
$27.3M 9.2%
51,972
+2,416
2
$16.3M 5.48%
96,083
-4,928
3
$16M 5.38%
30,532
+89
4
$14.2M 4.77%
33,666
-146
5
$10.1M 3.39%
58,681
-1,436
6
$9.44M 3.18%
94,547
+18,039
7
$9.4M 3.16%
52,097
-545
8
$8.91M 3%
20,073
+641
9
$6.42M 2.16%
305,058
-13,941
10
$6.18M 2.08%
51,083
+1,931
11
$6.15M 2.07%
71,393
-415
12
$5.45M 1.84%
35,804
-12
13
$5.08M 1.71%
12,067
+60
14
$4.99M 1.68%
27,321
+827
15
$4.9M 1.65%
36,290
-974
16
$4.46M 1.5%
21,196
-42
17
$4.23M 1.43%
16,283
+120
18
$4.11M 1.38%
36,221
-442
19
$3.85M 1.3%
46,042
+122
20
$3.83M 1.29%
42,430
+2,510
21
$3.82M 1.29%
18,560
+388
22
$3.31M 1.12%
65,505
+739
23
$2.94M 0.99%
14,341
+17
24
$2.75M 0.93%
21,819
+202
25
$2.6M 0.88%
66,272
+1,394
1
2 3 4 5