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
726
$4K ﹤0.01%
305
-1
727
$4K ﹤0.01%
+61
728
$4K ﹤0.01%
124
-53
729
$4K ﹤0.01%
106
730
$4K ﹤0.01%
284
731
$4K ﹤0.01%
100
732
$4K ﹤0.01%
55
733
$4K ﹤0.01%
+295
734
$4K ﹤0.01%
100
-435
735
$4K ﹤0.01%
223
736
$4K ﹤0.01%
79
-66
737
$4K ﹤0.01%
203
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738
$4K ﹤0.01%
+50
739
$4K ﹤0.01%
23
740
$4K ﹤0.01%
+63
741
$4K ﹤0.01%
170
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742
$3K ﹤0.01%
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743
$3K ﹤0.01%
22
744
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200
745
$3K ﹤0.01%
17
-16
746
$3K ﹤0.01%
575
-359
747
$3K ﹤0.01%
58
748
$3K ﹤0.01%
22
-7
749
$3K ﹤0.01%
7
-50
750
$3K ﹤0.01%
+60
28 29
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