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
401
$27K 0.02%
2,233
+261
402
$27K 0.02%
1,332
403
$27K 0.02%
300
404
$27K 0.02%
600
405
$27K 0.02%
2,000
406
$27K 0.02%
155
-12
407
$27K 0.02%
150
408
$26K 0.02%
520
+311
409
$26K 0.02%
690
410
$26K 0.02%
514
411
$26K 0.02%
175
-8
412
$26K 0.02%
479
413
$26K 0.02%
241
+101
414
$25K 0.02%
599
+31
415
$25K 0.02%
850
416
$25K 0.02%
419
+15
417
$25K 0.02%
1,087
418
$25K 0.02%
5,119
419
$25K 0.02%
360
420
$25K 0.02%
150
421
$25K 0.02%
561
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422
$25K 0.02%
94
-10
423
$25K 0.02%
675
+40
424
$24K 0.02%
152
-4
425
$24K 0.02%
3,000
15 16
17
18 19