WCM

WealthBridge Capital Management Portfolio holdings

AUM $426M
1-Year Est. Return 19.08%
This Quarter Est. Return
1 Year Est. Return
+19.08%
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%
5
902
$1K ﹤0.01%
64
903
$1K ﹤0.01%
2
904
$1K ﹤0.01%
16
905
$1K ﹤0.01%
21
906
$1K ﹤0.01%
500
-300
907
$1K ﹤0.01%
20
-7
908
$1K ﹤0.01%
72
909
$1K ﹤0.01%
100
910
$1K ﹤0.01%
42
-35
911
$1K ﹤0.01%
14
912
$1K ﹤0.01%
22
913
$1K ﹤0.01%
23
914
$1K ﹤0.01%
10
915
$1K ﹤0.01%
63
916
$1K ﹤0.01%
63
917
$1K ﹤0.01%
10
918
$1K ﹤0.01%
17
919
$1K ﹤0.01%
27
920
$1K ﹤0.01%
+8
921
$1K ﹤0.01%
20
922
$1K ﹤0.01%
6
923
$1K ﹤0.01%
25
924
$1K ﹤0.01%
187
-591
925
$1K ﹤0.01%
43
35 36
37
38 39