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
376
$30K 0.02%
592
+36
377
$30K 0.02%
1,040
+23
378
$30K 0.02%
3,100
-150
379
$30K 0.02%
+975
380
$29K 0.02%
1,081
-1,050
381
$29K 0.02%
1,145
382
$29K 0.02%
1,548
+21
383
$29K 0.02%
+675
384
$29K 0.02%
+1,282
385
$29K 0.02%
575
386
$29K 0.02%
+509
387
$29K 0.02%
638
+619
388
$29K 0.02%
1,124
+921
389
$29K 0.02%
+361
390
$29K 0.02%
628
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391
$28K 0.02%
948
392
$28K 0.02%
679
+15
393
$28K 0.02%
2,000
394
$28K 0.02%
+1,500
395
$28K 0.02%
60
396
$28K 0.02%
1,169
397
$28K 0.02%
713
+29
398
$27K 0.02%
729
+10
399
$27K 0.02%
+285
400
$27K 0.02%
1,156
14 15
16
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