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
726
– –
-223
727
– –
-95
728
– –
-3,000
729
– –
-291
730
– –
-17
731
– –
-2,193
732
– –
-177
733
– –
-61
734
– –
-9
735
– –
-127
736
– –
-130
737
– –
-476
738
– –
-24
739
– –
-26
740
– –
-4
741
– –
-343
742
– –
-19
743
– –
-1
744
– –
-278
745
– –
-58
746
– –
-3,000
747
– –
-270
748
– –
-166
749
– –
-3,136
750
– –
-6
28 29
30
31 32