WCM

WealthBridge Capital Management Portfolio holdings

AUM $434M
1-Year Est. Return 20.24%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.24%
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
+$1.25M
2
+$628K
3
+$533K
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$495K
5
DGRW icon
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
+$449K

Top Sells

1
+$864K
2
+$341K
3
+$126K
4
FDIQ
Invesco Bloomberg Financial Data Providers ETF
FDIQ
+$106K
5
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$83.2K

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
1001
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-200
1002
$0 ﹤0.01%
4
1003
– –
-1,557
1004
$0 ﹤0.01%
4
1005
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-120
1006
– –
-250
1007
$0 ﹤0.01%
10
-13
1008
– –
-164
1009
$0 ﹤0.01%
1
-39
1010
– –
-19
1011
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-357
1012
– –
-147
1013
$0 ﹤0.01%
13
1014
$0 ﹤0.01%
+6
1015
– –
-90
1016
$0 ﹤0.01%
2
1017
– –
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1018
$0 ﹤0.01%
35
1019
$0 ﹤0.01%
5
1020
– –
-50
1021
– –
-48
1022
– –
-200
1023
– –
-13
1024
$0 ﹤0.01%
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1025
$0 ﹤0.01%
29
39 40
41
42 43