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
1101
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-81
1102
– –
-8
1103
$0 ﹤0.01%
+2
1104
– –
-400
1105
$0 ﹤0.01%
2
1106
– –
-117
1107
– –
-529
1108
$0 ﹤0.01%
4
1109
– –
-336
1110
– –
-41
1111
– –
-30
1112
– –
-19
1113
– –
-3
1114
– –
-1,000
1115
– –
-9
1116
– –
-100
1117
– –
-19
1118
– –
-589
1119
– –
-74
1120
– –
-142
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