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
826
$2K ﹤0.01%
20
827
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828
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+182
829
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+426
830
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831
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832
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833
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834
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835
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836
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837
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838
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+27
839
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108
840
$2K ﹤0.01%
57
841
$2K ﹤0.01%
+57
842
$2K ﹤0.01%
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843
$2K ﹤0.01%
+98
844
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30
845
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618
846
$2K ﹤0.01%
+159
847
$2K ﹤0.01%
80
848
$1K ﹤0.01%
10
-4
849
$1K ﹤0.01%
203
-15
850
$1K ﹤0.01%
16
32 33
34
35 36