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
51
$640K 0.41%
6,176
-468
52
$632K 0.4%
3,196
+391
53
$629K 0.4%
2
54
$611K 0.39%
8,392
-39
55
$592K 0.38%
11,795
+10,901
56
$570K 0.36%
7,464
+50
57
$558K 0.35%
7,720
-55
58
$543K 0.35%
8,603
+330
59
$530K 0.34%
46,050
+5,550
60
$514K 0.33%
7,859
+1,235
61
$510K 0.32%
8,276
-492
62
$494K 0.31%
35,088
+100
63
$483K 0.31%
8,548
+975
64
$472K 0.3%
3,896
-200
65
$454K 0.29%
4,565
+470
66
$449K 0.29%
5,915
+100
67
$429K 0.27%
2,924
+672
68
$428K 0.27%
1,930
+215
69
$424K 0.27%
12,105
-750
70
$419K 0.27%
16,732
71
$405K 0.26%
31,336
+2,172
72
$391K 0.25%
2,819
-199
73
$373K 0.24%
4,721
+147
74
$365K 0.23%
15,907
-1,521
75
$352K 0.22%
14,315
+150
1 2
3
4 5