WCM
WealthBridge Capital Management Portfolio holdings
AUM
$439M
1-Year Est. Return
20.11%
This Fund
S&P 500
1 Year Est. Return
+20.11%
AUM
$157M
AUM Growth
+$25.8M
(+20%)
Holding
1,121
Top Buys
| 1 | +$1.25M | |
| 2 | +$628K | |
| 3 | +$533K | |
| 4 |
Invesco S&P 500 Equal Weight ETF
RSP
|
+$495K |
| 5 |
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
|
+$449K |
Top Sells
| 1 | +$864K | |
| 2 | +$341K | |
| 3 | +$126K | |
| 4 |
FDIQ
Invesco Exchange-Traded Fund Trust II Invesco Bloomberg Financial Data Providers ETF
FDIQ
|
+$106K |
| 5 |
Vanguard Total International Stock ETF
VXUS
|
+$83.2K |
Sector Composition
| 1 | Financials | 7.66% |
| 2 | Communication Services | 5.16% |
| 3 | Consumer Discretionary | 4.5% |
| 4 | Technology | 4.43% |
| 5 | Industrials | 3.85% |