WCM

WealthBridge Capital Management Portfolio holdings

AUM $439M
1-Year Est. Return 20.11%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.11%
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
+$1.25M
2
+$628K
3
+$533K
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$495K
5
DGRW icon
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
+$449K

Top Sells

1
+$864K
2
+$341K
3
+$126K
4
FDIQ
Invesco Exchange-Traded Fund Trust II Invesco Bloomberg Financial Data Providers ETF
FDIQ
+$106K
5
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$83.2K

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%
1,104
-162
777
$3K ﹤0.01%
1,304
778
$3K ﹤0.01%
55
-39
779
$3K ﹤0.01%
1
780
$3K ﹤0.01%
49
781
$3K ﹤0.01%
350
782
$3K ﹤0.01%
181
+2
783
$2K ﹤0.01%
25
784
$2K ﹤0.01%
32
785
$2K ﹤0.01%
+52
786
$2K ﹤0.01%
36
+1
787
$2K ﹤0.01%
43
788
$2K ﹤0.01%
56
+16
789
$2K ﹤0.01%
11
790
$2K ﹤0.01%
8
-40
791
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48
792
$2K ﹤0.01%
+66
793
$2K ﹤0.01%
25
794
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17
+3
795
$2K ﹤0.01%
25
796
$2K ﹤0.01%
42
797
$2K ﹤0.01%
9
-29
798
$2K ﹤0.01%
24
799
$2K ﹤0.01%
19
800
$2K ﹤0.01%
20
-16
30 31
32
33 34