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
151
$133K 0.08%
3,075
+900
152
$131K 0.08%
1,905
-100
153
$130K 0.08%
3,800
+200
154
$130K 0.08%
369
+19
155
$130K 0.08%
+99
156
$130K 0.08%
2,435
157
$130K 0.08%
10,026
158
$129K 0.08%
5,342
+1,975
159
$128K 0.08%
1,214
160
$125K 0.08%
+4,700
161
$125K 0.08%
8,630
162
$123K 0.08%
2,875
+1,500
163
$122K 0.08%
1,112
+108
164
$122K 0.08%
+4,700
165
$122K 0.08%
+4,700
166
$120K 0.08%
+4,700
167
$119K 0.08%
402
168
$118K 0.08%
+7,000
169
$118K 0.08%
11,535
170
$117K 0.07%
1,888
171
$116K 0.07%
1,385
-29
172
$113K 0.07%
1,636
+136
173
$113K 0.07%
3,417
-375
174
$112K 0.07%
2,411
+229
175
$112K 0.07%
887
+327
5 6
7
8 9