WCM

WealthBridge Capital Management Portfolio holdings

AUM $426M
1-Year Est. Return 19.08%
This Quarter Est. Return
1 Year Est. Return
+19.08%
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
701
$5K ﹤0.01%
64
-2
702
$5K ﹤0.01%
221
+10
703
$5K ﹤0.01%
+430
704
$5K ﹤0.01%
+427
705
$4K ﹤0.01%
+164
706
$4K ﹤0.01%
+930
707
$4K ﹤0.01%
134
-129
708
$4K ﹤0.01%
200
709
$4K ﹤0.01%
16
710
$4K ﹤0.01%
120
711
$4K ﹤0.01%
+107
712
$4K ﹤0.01%
48
-10
713
$4K ﹤0.01%
100
714
$4K ﹤0.01%
60
715
$4K ﹤0.01%
917
-4
716
$4K ﹤0.01%
487
-479
717
$4K ﹤0.01%
+164
718
$4K ﹤0.01%
60
719
$4K ﹤0.01%
1,478
-4
720
$4K ﹤0.01%
43
-20
721
$4K ﹤0.01%
80
-156
722
$4K ﹤0.01%
23
723
$4K ﹤0.01%
36
-2
724
$4K ﹤0.01%
+112
725
$4K ﹤0.01%
90
27 28
29
30 31