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
901
$1K ﹤0.01%
4
902
$1K ﹤0.01%
26
903
$1K ﹤0.01%
6
904
$1K ﹤0.01%
25
905
$1K ﹤0.01%
6
906
$1K ﹤0.01%
44
907
$1K ﹤0.01%
43
908
$1K ﹤0.01%
6
909
$1K ﹤0.01%
25
910
$1K ﹤0.01%
187
-591
911
$1K ﹤0.01%
43
912
$1K ﹤0.01%
4
913
$1K ﹤0.01%
25
914
$1K ﹤0.01%
12
915
$1K ﹤0.01%
+31
916
$1K ﹤0.01%
59
-1,285
917
$1K ﹤0.01%
+56
918
$1K ﹤0.01%
41
919
$1K ﹤0.01%
29
920
$1K ﹤0.01%
8
921
$1K ﹤0.01%
15
-4
922
$1K ﹤0.01%
25
923
$1K ﹤0.01%
35
924
$1K ﹤0.01%
6
925
$1K ﹤0.01%
16
35 36
37
38 39