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
$110M
AUM Growth
-$47.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,013
New
Increased
Reduced
Closed

Top Buys

1
+$806K
2
+$341K
3
+$110K
4
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$77.3K
5
EFAV icon
iShares MSCI EAFE Min Vol Factor ETF
EFAV
+$77.1K

Top Sells

1
+$1.15M
2
+$654K
3
+$592K
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$449K
5
DGRW icon
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
+$417K

Sector Composition

1 Financials 8.1%
2 Communication Services 5.59%
3 Consumer Discretionary 3.98%
4 Technology 3.25%
5 Industrials 2.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.09M 0.99%
18,488
+13,707
27
$1.06M 0.97%
68,420
+3,220
28
$983K 0.9%
17,568
-406
29
$974K 0.89%
11,263
-1,180
30
$956K 0.87%
9,794
-1,294
31
$946K 0.86%
17,334
-903
32
$934K 0.85%
10,455
-829
33
$930K 0.85%
10,090
-220
34
$906K 0.83%
31,644
-2,190
35
$834K 0.76%
19,746
-942
36
$826K 0.75%
8,987
+301
37
$825K 0.75%
7,536
-105
38
$725K 0.66%
78,170
-777
39
$724K 0.66%
5,239
+50
40
$693K 0.63%
5,293
+199
41
$683K 0.62%
4,425
-1,197
42
$648K 0.59%
6,376
-115
43
$641K 0.59%
13,946
+1,444
44
$631K 0.58%
4,786
-163
45
$612K 0.56%
7,946
+15
46
$612K 0.56%
2
47
$605K 0.55%
9,988
+246
48
$599K 0.55%
12,365
49
$574K 0.52%
6,644
+468
50
$548K 0.5%
14,729
-6,048
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2
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