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
776
$3K ﹤0.01%
55
-39
777
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1
778
$3K ﹤0.01%
49
779
$3K ﹤0.01%
350
780
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181
+2
781
$3K ﹤0.01%
+79
782
$3K ﹤0.01%
388
+4
783
$3K ﹤0.01%
370
+5
784
$2K ﹤0.01%
25
785
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32
786
$2K ﹤0.01%
+52
787
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36
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788
$2K ﹤0.01%
43
789
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56
+16
790
$2K ﹤0.01%
11
791
$2K ﹤0.01%
46
792
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793
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794
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12
795
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796
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50
797
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37
798
$2K ﹤0.01%
42
-5
799
$2K ﹤0.01%
14
800
$2K ﹤0.01%
100
30 31
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