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
301
$47K 0.03%
1,741
302
$46K 0.03%
1,520
-20
303
$46K 0.03%
619
+7
304
$46K 0.03%
849
+8
305
$45K 0.03%
600
306
$45K 0.03%
2,000
307
$44K 0.03%
1,215
+58
308
$43K 0.03%
1,549
309
$43K 0.03%
1,310
310
$43K 0.03%
329
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311
$43K 0.03%
1,659
312
$43K 0.03%
966
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313
$43K 0.03%
2,193
-91
314
$43K 0.03%
790
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315
$41K 0.03%
263
316
$41K 0.03%
990
317
$41K 0.03%
681
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485
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23
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12,842
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323
$40K 0.03%
234
324
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1,000
325
$40K 0.03%
2,550
11 12
13
14 15