We are live on ! Find out more
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
651
– –
-129
652
– –
-55
653
– –
-265
654
– –
-6
655
– –
-1,470
656
– –
-1,280
657
– –
-4,700
658
– –
-329
659
– –
-764
660
– –
-1,000
661
– –
-10
662
– –
-4,630
663
– –
-400
664
– –
-159
665
– –
-66
666
– –
-80
667
– –
-600
668
– –
-1,220
669
– –
-3,118
670
– –
-2,875
671
– –
-112
672
– –
-690
673
– –
-2,615
674
– –
-624
675
– –
-572
25 26
27
28 29