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
976
– –
-15
977
– –
0
978
– –
-12
979
$0 ﹤0.01%
100
980
– –
-172
981
– –
-215
982
– –
-21
983
$0 ﹤0.01%
3
984
– –
-2
985
$0 ﹤0.01%
5
-2
986
– –
-41
987
– –
-47
988
– –
-2,480
989
– –
-200
990
– –
-125
991
– –
-1,037
992
– –
-20
993
– –
-207
994
– –
-19
995
– –
-100
996
– –
-352
997
– –
-450
998
$0 ﹤0.01%
5
999
– –
-18
1000
– –
-9
38 39
40
41 42