WCM

WealthBridge Capital Management Portfolio holdings

AUM $434M
1-Year Est. Return 20.24%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.24%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$110M
AUM Growth
-$47.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,013
New
Increased
Reduced
Closed

Top Buys

1
+$897K
2
+$346K
3
+$126K
4
AAPL icon
Apple
AAPL
+$90.2K
5
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$85.7K

Top Sells

1
+$1.33M
2
+$654K
3
+$592K
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$520K
5
DGRW icon
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
+$471K

Sector Composition

1 Financials 8.1%
2 Communication Services 5.59%
3 Consumer Discretionary 3.98%
4 Technology 3.25%
5 Industrials 2.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
– –
-320
427
– –
-95
428
– –
-535
429
– –
-955
430
– –
-88
431
– –
-268
432
– –
-4
433
– –
-3,037
434
– –
-120
435
– –
-1,112
436
– –
-1,124
437
– –
-1,385
438
– –
-1,221
439
– –
-479
440
– –
-55
441
– –
-1,600
442
– –
-823
443
– –
-87
444
– –
-625
445
– –
-14
446
– –
-584
447
– –
-29
448
– –
-25
449
– –
-8
450
– –
-1,000
16 17
18
19 20