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
$110M
AUM Growth
-$47.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,013
New
Increased
Reduced
Closed

Top Buys

1
+$897K
2
+$346K
3
+$126K
4
AAPL icon
Apple
AAPL
+$90.2K
5
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$85.7K

Top Sells

1
+$1.33M
2
+$654K
3
+$592K
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$520K
5
DGRW icon
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
+$471K

Sector Composition

1 Financials 8.1%
2 Communication Services 5.59%
3 Consumer Discretionary 3.98%
4 Technology 3.25%
5 Industrials 2.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
– –
-454
127
– –
-400
128
– –
-1,330
129
– –
-1,805
130
– –
-68
131
– –
-1,400
132
– –
-707
133
– –
-215
134
– –
-3,025
135
– –
-221
136
– –
-120
137
– –
-100
138
– –
-900
139
– –
-600
140
– –
-253
141
– –
-711
142
– –
-350
143
– –
-94
144
– –
-372
145
– –
-178
146
– –
-1,285
147
– –
-128
148
– –
-22
149
– –
-32
150
– –
-2,237
4 5
6
7 8