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
326
$40K 0.03%
700
327
$39K 0.02%
1,324
-32
328
$39K 0.02%
275
329
$38K 0.02%
728
+711
330
$38K 0.02%
700
331
$38K 0.02%
700
332
$37K 0.02%
319
333
$37K 0.02%
2,860
334
$37K 0.02%
797
335
$37K 0.02%
505
+2
336
$37K 0.02%
440
337
$37K 0.02%
496
338
$37K 0.02%
200
339
$36K 0.02%
492
+472
340
$36K 0.02%
752
341
$36K 0.02%
813
342
$36K 0.02%
343
-26
343
$36K 0.02%
+707
344
$36K 0.02%
2,237
-1,809
345
$36K 0.02%
572
346
$35K 0.02%
+614
347
$35K 0.02%
700
348
$35K 0.02%
313
+248
349
$35K 0.02%
300
350
$34K 0.02%
1,517
12 13
14
15 16