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
951
$1K ﹤0.01%
12
952
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953
$1K ﹤0.01%
100
954
$1K ﹤0.01%
16
955
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39
+11
956
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957
$1K ﹤0.01%
400
958
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959
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2
-2
960
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961
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62
962
$0 ﹤0.01%
4
963
$0 ﹤0.01%
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964
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965
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968
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969
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970
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$0 ﹤0.01%
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974
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975
$0 ﹤0.01%
24
37 38
39
40 41