We are live on ! Find out more
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
$110M
AUM Growth
-$47.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,013
New
Increased
Reduced
Closed

Top Buys

1
+$897K
2
+$346K
3
+$126K
4
AAPL icon
Apple
AAPL
+$90.2K
5
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$85.7K

Top Sells

1
+$1.33M
2
+$654K
3
+$592K
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$520K
5
DGRW icon
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
+$471K

Sector Composition

1 Financials 8.1%
2 Communication Services 5.59%
3 Consumer Discretionary 3.98%
4 Technology 3.25%
5 Industrials 2.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
776
– –
-210
777
– –
-1,842
778
– –
-2
779
– –
-50
780
– –
-107
781
– –
-35
782
– –
-487
783
– –
-1,214
784
– –
-933
785
– –
-1,324
786
– –
-5
787
– –
-1,205
788
– –
-509
789
– –
-5
790
– –
-200
791
– –
-105
792
– –
-2,450
793
– –
-1,623
794
– –
-191
795
– –
-700
796
– –
-212
797
– –
-200
798
– –
-419
799
– –
-366
800
– –
-20
30 31
32
33 34