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
276
$54K 0.03%
881
-225
277
$54K 0.03%
1,330
278
$54K 0.03%
5,464
279
$53K 0.03%
+1,575
280
$53K 0.03%
2,850
281
$52K 0.03%
1,076
282
$52K 0.03%
1,325
283
$51K 0.03%
920
+16
284
$51K 0.03%
1,400
285
$50K 0.03%
+953
286
$50K 0.03%
624
+374
287
$50K 0.03%
1,067
-94
288
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+689
289
$49K 0.03%
1,613
290
$48K 0.03%
355
+20
291
$48K 0.03%
872
292
$48K 0.03%
1,780
293
$48K 0.03%
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294
$48K 0.03%
800
295
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509
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296
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277
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297
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3,044
298
$47K 0.03%
550
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299
$47K 0.03%
800
300
$47K 0.03%
235
-50
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