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
126
$163K 0.1%
3,136
+235
127
$162K 0.1%
3,387
-682
128
$162K 0.1%
476
+25
129
$160K 0.1%
3,027
-637
130
$160K 0.1%
8,940
+600
131
$156K 0.1%
13,788
-5,275
132
$155K 0.1%
3,100
+400
133
$152K 0.1%
4,630
+500
134
$152K 0.1%
1,000
135
$150K 0.1%
16,412
136
$149K 0.09%
+3,937
137
$147K 0.09%
3,825
138
$146K 0.09%
2,837
-1,640
139
$144K 0.09%
4,234
+249
140
$144K 0.09%
730
+212
141
$144K 0.09%
6,772
-500
142
$141K 0.09%
5,964
+656
143
$136K 0.09%
10,051
-1,906
144
$136K 0.09%
1,600
145
$136K 0.09%
11,000
146
$135K 0.09%
864
+199
147
$135K 0.09%
1,280
148
$134K 0.09%
1,620
-4
149
$134K 0.09%
3,056
-260
150
$134K 0.09%
735
+55
4 5
6
7 8