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
201
$93K 0.06%
706
-11
202
$92K 0.06%
819
+5
203
$91K 0.06%
752
-21
204
$91K 0.06%
900
205
$90K 0.06%
+4,700
206
$89K 0.06%
1,419
-237
207
$88K 0.06%
4,767
+1,150
208
$86K 0.05%
5,100
209
$84K 0.05%
317
+50
210
$82K 0.05%
670
+2
211
$82K 0.05%
6,000
-3,800
212
$82K 0.05%
1,660
+4
213
$82K 0.05%
955
-15
214
$81K 0.05%
1,706
+357
215
$81K 0.05%
933
+7
216
$81K 0.05%
1,827
217
$81K 0.05%
570
218
$80K 0.05%
6,518
219
$78K 0.05%
774
-419
220
$77K 0.05%
3,980
+2,900
221
$76K 0.05%
3,037
222
$75K 0.05%
161
+78
223
$75K 0.05%
1,743
+26
224
$75K 0.05%
7,800
225
$74K 0.05%
823
7 8
9
10 11