WCM

WealthBridge Capital Management Portfolio holdings

AUM $439M
1-Year Est. Return 20.11%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.11%
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
876
$1K ﹤0.01%
+2
877
$1K ﹤0.01%
5
878
$1K ﹤0.01%
64
879
$1K ﹤0.01%
2
880
$1K ﹤0.01%
16
881
$1K ﹤0.01%
21
882
$1K ﹤0.01%
500
-300
883
$1K ﹤0.01%
20
-7
884
$1K ﹤0.01%
72
885
$1K ﹤0.01%
100
886
$1K ﹤0.01%
42
-35
887
$1K ﹤0.01%
6
888
$1K ﹤0.01%
14
889
$1K ﹤0.01%
22
890
$1K ﹤0.01%
23
891
$1K ﹤0.01%
10
892
$1K ﹤0.01%
63
893
$1K ﹤0.01%
63
894
$1K ﹤0.01%
10
895
$1K ﹤0.01%
17
896
$1K ﹤0.01%
27
897
$1K ﹤0.01%
+8
898
$1K ﹤0.01%
61
899
$1K ﹤0.01%
9
900
$1K ﹤0.01%
20
34 35
36
37 38