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
101
$228K 0.14%
1,465
102
$226K 0.14%
3,340
-439
103
$214K 0.14%
1,842
+89
104
$211K 0.13%
8,619
105
$209K 0.13%
2,949
-1,155
106
$208K 0.13%
3,073
-300
107
$202K 0.13%
5,619
-750
108
$199K 0.13%
1,203
+4
109
$197K 0.13%
3,630
-1,405
110
$194K 0.12%
3,680
111
$194K 0.12%
13,622
112
$192K 0.12%
4,979
+606
113
$188K 0.12%
1,052
-99
114
$188K 0.12%
2,848
-208
115
$185K 0.12%
2,025
116
$179K 0.11%
5,425
117
$179K 0.11%
751
+125
118
$178K 0.11%
25,843
+3,843
119
$178K 0.11%
5,086
-334
120
$176K 0.11%
3,355
+2
121
$173K 0.11%
710
+37
122
$169K 0.11%
5,689
+118
123
$169K 0.11%
1,185
124
$165K 0.1%
7,185
-3,535
125
$164K 0.1%
3,118
3 4
5
6 7