WCM

WealthBridge Capital Management Portfolio holdings

AUM $394M
1-Year Est. Return 17.03%
This Quarter Est. Return
1 Year Est. Return
+17.03%
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
76
$345K 0.22%
7,512
-810
77
$342K 0.22%
5,860
-400
78
$342K 0.22%
1,393
+140
79
$337K 0.21%
9,264
+300
80
$334K 0.21%
1,842
-194
81
$331K 0.21%
6,196
+300
82
$330K 0.21%
4,042
+3,512
83
$320K 0.2%
18,216
-160
84
$313K 0.2%
9,425
+675
85
$310K 0.2%
4,781
-13,707
86
$310K 0.2%
8,257
+1,864
87
$309K 0.2%
2,704
88
$307K 0.2%
11,029
+239
89
$287K 0.18%
2,151
-69
90
$282K 0.18%
9,830
+280
91
$255K 0.16%
1,945
+89
92
$254K 0.16%
2,738
+5
93
$246K 0.16%
2,859
94
$246K 0.16%
4,452
+257
95
$245K 0.16%
1,529
+281
96
$240K 0.15%
2,052
+32
97
$239K 0.15%
1,228
+272
98
$232K 0.15%
1,859
+100
99
$232K 0.15%
3,025
+1,401
100
$230K 0.15%
3,604
-883
2 3
4
5 6