WCM
WealthBridge Capital Management Portfolio holdings
AUM
$394M
1-Year Return
17.03%
This Quarter Return
+13.1%
1 Year Return
+17.03%
3 Year Return
+68.6%
5 Year Return
+108.81%
10 Year Return
–
AUM
$157M
AUM Growth
+$25.8M
(+20%)
Cap. Flow
+$6.94M
Cap. Flow
% of AUM
4.41%
Top 10 Holdings %
Top 10 Hldgs %
35.52%
Holding
1,121
New
122
Increased
250
Reduced
209
Closed
108
Top Buys
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
+$1.32M |
| 2 |
First Trust Preferred Securities and Income ETF
FPE
|
+$644K |
| 3 |
Owens Corning
OC
|
+$547K |
| 4 |
Invesco S&P 500 Equal Weight ETF
RSP
|
+$518K |
| 5 |
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
|
+$469K |
Top Sells
| 1 |
iShares MSCI EAFE ETF
EFA
|
+$889K |
| 2 |
WisdomTree Enhanced Commodity Strategy Fund
GCC
|
+$341K |
| 3 |
SPDR S&P Regional Banking ETF
KRE
|
+$129K |
| 4 |
Invesco KBW Regional Banking ETF
KBWR
|
+$108K |
| 5 |
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% |
