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
926
$1K ﹤0.01%
28
927
$1K ﹤0.01%
24
-8
928
$1K ﹤0.01%
+12
929
$1K ﹤0.01%
18
930
$1K ﹤0.01%
10
931
$1K ﹤0.01%
+11
932
$1K ﹤0.01%
4
933
$1K ﹤0.01%
5
934
$1K ﹤0.01%
10
935
$1K ﹤0.01%
54
936
$1K ﹤0.01%
78
-48
937
$1K ﹤0.01%
28
938
$1K ﹤0.01%
+7
939
$1K ﹤0.01%
14
-2
940
$1K ﹤0.01%
22
941
$1K ﹤0.01%
15
-380
942
$1K ﹤0.01%
+4
943
$1K ﹤0.01%
8
944
$1K ﹤0.01%
3
945
$1K ﹤0.01%
22
946
$1K ﹤0.01%
27
947
$1K ﹤0.01%
18
-39
948
$1K ﹤0.01%
30
949
$1K ﹤0.01%
9
-21
950
$1K ﹤0.01%
12
36 37
38
39 40