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
826
$2K ﹤0.01%
18
827
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+182
828
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+426
829
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49
830
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20
831
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29
-44
832
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131
833
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106
834
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835
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836
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+32
837
$2K ﹤0.01%
+27
838
$2K ﹤0.01%
108
839
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57
840
$2K ﹤0.01%
+57
841
$2K ﹤0.01%
258
842
$2K ﹤0.01%
+98
843
$2K ﹤0.01%
30
844
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618
845
$2K ﹤0.01%
+159
846
$2K ﹤0.01%
80
847
$1K ﹤0.01%
10
848
$1K ﹤0.01%
21
849
$1K ﹤0.01%
42
-35
850
$1K ﹤0.01%
10
32 33
34
35 36