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
26
$1.25M 0.79%
11,088
+1,294
27
$1.2M 0.76%
33,834
+2,190
28
$1.2M 0.76%
18,237
+903
29
$1.17M 0.74%
17,974
+406
30
$1.11M 0.71%
11,284
+829
31
$1.11M 0.7%
12,443
+1,180
32
$1.04M 0.66%
65,200
-3,220
33
$1.04M 0.66%
5,622
+1,197
34
$981K 0.62%
20,688
+942
35
$956K 0.61%
20,777
+6,048
36
$905K 0.58%
8,686
-301
37
$866K 0.55%
20,126
+10,889
38
$864K 0.55%
7,641
+105
39
$846K 0.54%
5,189
-50
40
$815K 0.52%
6,491
+115
41
$803K 0.51%
10,310
+220
42
$791K 0.5%
4,949
+163
43
$787K 0.5%
5,094
-199
44
$786K 0.5%
78,947
+777
45
$714K 0.45%
12,365
46
$694K 0.44%
4,883
+250
47
$672K 0.43%
7,931
-15
48
$656K 0.42%
9,742
-246
49
$654K 0.42%
34,055
+33,545
50
$649K 0.41%
12,502
-1,444
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