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
251
$64K 0.04%
2,600
-2,500
252
$63K 0.04%
857
+492
253
$63K 0.04%
235
254
$62K 0.04%
568
255
$62K 0.04%
256
-42
256
$62K 0.04%
3,000
257
$62K 0.04%
301
+4
258
$62K 0.04%
230
+4
259
$61K 0.04%
366
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260
$61K 0.04%
414
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261
$60K 0.04%
1,476
262
$60K 0.04%
1,901
263
$60K 0.04%
778
264
$60K 0.04%
1,221
+376
265
$60K 0.04%
720
266
$59K 0.04%
214
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267
$59K 0.04%
1,205
-140
268
$58K 0.04%
299
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269
$58K 0.04%
2,450
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270
$56K 0.04%
328
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271
$55K 0.04%
889
272
$55K 0.04%
2,250
-300
273
$55K 0.04%
1,120
+250
274
$54K 0.03%
535
+284
275
$54K 0.03%
650
9 10
11
12 13