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
176
$112K 0.07%
2,300
177
$111K 0.07%
2,219
+200
178
$109K 0.07%
11,737
+144
179
$107K 0.07%
25,240
-2,000
180
$107K 0.07%
405
+50
181
$107K 0.07%
+805
182
$106K 0.07%
2,042
-2,084
183
$105K 0.07%
2,437
-665
184
$105K 0.07%
509
185
$104K 0.07%
580
-2
186
$103K 0.07%
1,175
187
$102K 0.06%
9,404
188
$102K 0.06%
1,805
+70
189
$101K 0.06%
2,615
-1,830
190
$100K 0.06%
7,050
+602
191
$98K 0.06%
1,317
192
$98K 0.06%
1,300
-27
193
$97K 0.06%
562
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194
$96K 0.06%
2,030
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195
$96K 0.06%
1,289
-701
196
$96K 0.06%
1,850
+212
197
$96K 0.06%
658
198
$95K 0.06%
11,655
199
$94K 0.06%
1,421
+14
200
$94K 0.06%
1,208
-15
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8
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