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
$157M
AUM Growth
+$25.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,121
New
Increased
Reduced
Closed

Top Buys

1
+$1.32M
2
+$644K
3
+$547K
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$518K
5
DGRW icon
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
+$469K

Top Sells

1
+$889K
2
+$341K
3
+$129K
4
KBWR icon
Invesco KBW Regional Banking ETF
KBWR
+$108K
5
AAPL icon
Apple
AAPL
+$92.9K

Sector Composition

1 Financials 7.66%
2 Communication Services 5.16%
3 Consumer Discretionary 4.5%
4 Technology 4.43%
5 Industrials 3.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$72K 0.05%
4,320
227
$72K 0.05%
2,020
228
$72K 0.05%
3,000
-36
229
$72K 0.05%
430
230
$72K 0.05%
711
-57
231
$71K 0.05%
2,500
232
$71K 0.05%
1,335
+29
233
$71K 0.05%
1,354
234
$70K 0.04%
2,492
235
$69K 0.04%
1,358
+306
236
$68K 0.04%
1,623
+185
237
$68K 0.04%
1,470
238
$67K 0.04%
1,220
239
$67K 0.04%
777
+304
240
$66K 0.04%
1,155
+661
241
$66K 0.04%
595
242
$65K 0.04%
1,000
-5
243
$65K 0.04%
4,982
244
$65K 0.04%
1,380
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245
$65K 0.04%
1,700
+50
246
$65K 0.04%
4,052
247
$65K 0.04%
1,312
248
$64K 0.04%
390
-12
249
$64K 0.04%
400
250
$64K 0.04%
3,680
-250
8 9
10
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