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
$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 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
777
$3K ﹤0.01%
49
778
$3K ﹤0.01%
350
779
$3K ﹤0.01%
181
+2
780
$3K ﹤0.01%
+79
781
$3K ﹤0.01%
388
+4
782
$3K ﹤0.01%
370
+5
783
$2K ﹤0.01%
173
784
$2K ﹤0.01%
+110
785
$2K ﹤0.01%
42
786
$2K ﹤0.01%
25
787
$2K ﹤0.01%
32
788
$2K ﹤0.01%
+52
789
$2K ﹤0.01%
36
+1
790
$2K ﹤0.01%
43
791
$2K ﹤0.01%
56
+16
792
$2K ﹤0.01%
11
793
$2K ﹤0.01%
46
794
$2K ﹤0.01%
22
795
$2K ﹤0.01%
94
796
$2K ﹤0.01%
12
797
$2K ﹤0.01%
300
798
$2K ﹤0.01%
50
799
$2K ﹤0.01%
37
800
$2K ﹤0.01%
42
-5
30 31
32
33 34