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
751
$3K ﹤0.01%
+80
752
$3K ﹤0.01%
50
753
$3K ﹤0.01%
+45
754
$3K ﹤0.01%
+114
755
$3K ﹤0.01%
+42
756
$3K ﹤0.01%
29
757
$3K ﹤0.01%
75
758
$3K ﹤0.01%
56
-79
759
$3K ﹤0.01%
100
760
$3K ﹤0.01%
276
-337
761
$3K ﹤0.01%
+54
762
$3K ﹤0.01%
95
-376
763
$3K ﹤0.01%
75
-300
764
$3K ﹤0.01%
58
765
$3K ﹤0.01%
163
766
$3K ﹤0.01%
26
-8
767
$3K ﹤0.01%
+59
768
$3K ﹤0.01%
+15
769
$3K ﹤0.01%
72
770
$3K ﹤0.01%
+136
771
$3K ﹤0.01%
81
-4
772
$3K ﹤0.01%
100
773
$3K ﹤0.01%
38
-54
774
$3K ﹤0.01%
1,104
-162
775
$3K ﹤0.01%
1,304
29 30
31
32 33