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
676
$5K ﹤0.01%
51
677
$5K ﹤0.01%
+81
678
$5K ﹤0.01%
350
679
$5K ﹤0.01%
300
680
$5K ﹤0.01%
+212
681
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80
682
$5K ﹤0.01%
393
+83
683
$5K ﹤0.01%
129
-16
684
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61
+22
685
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33
686
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-38
687
$5K ﹤0.01%
100
-103
688
$5K ﹤0.01%
58
+1
689
$5K ﹤0.01%
120
690
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+625
691
$5K ﹤0.01%
430
-176
692
$5K ﹤0.01%
136
693
$5K ﹤0.01%
+38
694
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89
+1
695
$5K ﹤0.01%
150
696
$5K ﹤0.01%
79
+2
697
$5K ﹤0.01%
421
+6
698
$5K ﹤0.01%
572
-117
699
$5K ﹤0.01%
221
+10
700
$5K ﹤0.01%
+430
26 27
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