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
1
$12.1M 7.67%
114,390
+4,909
2
$9.61M 6.11%
33,518
+4,605
3
$5.99M 3.8%
28,696
+1,576
4
$5.21M 3.31%
229,853
+6,368
5
$4.6M 2.92%
32,034
+2,046
6
$4.43M 2.82%
46,620
+1,000
7
$3.73M 2.37%
23,875
+404
8
$3.71M 2.36%
12,867
+802
9
$3.62M 2.3%
72,072
-1,852
10
$2.92M 1.86%
34,065
+1,941
11
$2.72M 1.73%
55,440
+940
12
$2.63M 1.67%
39,322
13
$2.5M 1.59%
42,419
+1,402
14
$2.46M 1.56%
89,981
-1,502
15
$2.4M 1.53%
9,300
+238
16
$2.36M 1.5%
6,497
+188
17
$2.23M 1.42%
38,420
+460
18
$2M 1.27%
36,785
+1,201
19
$1.96M 1.24%
37,146
+1,058
20
$1.88M 1.19%
5,343
-49
21
$1.86M 1.18%
71,435
+1,895
22
$1.79M 1.14%
23,584
+897
23
$1.53M 0.97%
8,098
-255
24
$1.41M 0.89%
12,496
+531
25
$1.35M 0.86%
24,660
-2,356
1
2 3 4 5