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
826
– –
-670
827
– –
-275
828
– –
-300
829
– –
-210
830
– –
-1,842
831
– –
-2
832
– –
-50
833
– –
-107
834
– –
-35
835
– –
-487
836
– –
-1,214
837
– –
-933
838
– –
-1,324
839
– –
-5
840
– –
-1,205
841
– –
-509
842
– –
-5
843
– –
-200
844
– –
-105
845
– –
-2,450
846
– –
-1,623
847
– –
-191
848
– –
-700
849
– –
-212
850
– –
-200
32 33
34
35 36