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
751
$3K ﹤0.01%
86
752
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22
753
$3K ﹤0.01%
200
754
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17
-16
755
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756
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757
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-7
758
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759
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+45
760
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276
-337
761
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+54
762
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95
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764
$3K ﹤0.01%
58
765
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163
766
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26
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$3K ﹤0.01%
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769
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72
770
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771
$3K ﹤0.01%
81
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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
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32 33