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
$157M
AUM Growth
+$25.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,121
New
Increased
Reduced
Closed

Top Buys

1
+$1.25M
2
+$628K
3
+$533K
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$495K
5
DGRW icon
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
+$449K

Top Sells

1
+$864K
2
+$341K
3
+$126K
4
FDIQ
Invesco Bloomberg Financial Data Providers ETF
FDIQ
+$106K
5
VXUS icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
651
$6K ﹤0.01%
284
-98
652
$6K ﹤0.01%
170
653
$6K ﹤0.01%
216
654
$6K ﹤0.01%
92
-6
655
$6K ﹤0.01%
+167
656
$6K ﹤0.01%
19
657
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180
658
$6K ﹤0.01%
177
-477
659
$6K ﹤0.01%
125
660
$6K ﹤0.01%
121
+2
661
$6K ﹤0.01%
200
+40
662
$6K ﹤0.01%
268
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663
$6K ﹤0.01%
200
664
$6K ﹤0.01%
+310
665
$6K ﹤0.01%
357
666
$6K ﹤0.01%
550
667
$6K ﹤0.01%
30
-20
668
$6K ﹤0.01%
+178
669
$6K ﹤0.01%
+5,000
670
$6K ﹤0.01%
+2,100
671
$6K ﹤0.01%
498
+13
672
$5K ﹤0.01%
104
-56
673
$5K ﹤0.01%
66
674
$5K ﹤0.01%
91
+3
675
$5K ﹤0.01%
51
25 26
27
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