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
351
$34K 0.02%
2,084
-20
352
$34K 0.02%
268
+266
353
$34K 0.02%
400
354
$34K 0.02%
781
355
$33K 0.02%
804
+253
356
$33K 0.02%
291
-3
357
$33K 0.02%
579
-12
358
$33K 0.02%
4,941
-102
359
$33K 0.02%
977
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360
$32K 0.02%
1,200
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361
$32K 0.02%
320
362
$32K 0.02%
+522
363
$32K 0.02%
170
364
$32K 0.02%
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365
$32K 0.02%
856
366
$32K 0.02%
3,148
+1,237
367
$32K 0.02%
572
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368
$32K 0.02%
550
369
$31K 0.02%
2,450
370
$31K 0.02%
408
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$31K 0.02%
884
372
$31K 0.02%
1,013
373
$31K 0.02%
1,663
-411
374
$30K 0.02%
84
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375
$30K 0.02%
2,028
-127
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15
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