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
426
$24K 0.02%
393
-334
427
$24K 0.02%
303
+61
428
$24K 0.02%
1,290
+1,000
429
$24K 0.02%
194
-1
430
$23K 0.01%
1,535
431
$23K 0.01%
215
432
$23K 0.01%
1,721
433
$22K 0.01%
650
434
$22K 0.01%
584
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435
$22K 0.01%
509
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436
$22K 0.01%
150
437
$21K 0.01%
770
438
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439
$21K 0.01%
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440
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1,000
441
$21K 0.01%
547
442
$21K 0.01%
179
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443
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440
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$21K 0.01%
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445
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447
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214
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448
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292
449
$20K 0.01%
899
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450
$20K 0.01%
140
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16 17
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