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
$139M
AUM Growth
+$29.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
130
New
Increased
Reduced
Closed

Top Buys

1
+$1.59M
2
+$1.25M
3
+$927K
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$865K
5
FDN icon
First Trust Dow Jones Internet Index Fund ETF
FDN
+$730K

Top Sells

1
+$969K
2
+$386K
3
+$341K
4
EFAV icon
iShares MSCI EAFE Min Vol Factor ETF
EFAV
+$274K
5
XLE icon
Energy Select Sector SPDR Fund
XLE
+$257K

Sector Composition

1 Financials 8%
2 Communication Services 5.17%
3 Consumer Discretionary 4.13%
4 Technology 3.54%
5 Industrials 2.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.33M 0.96%
20,121
+2,787
27
$1.28M 0.92%
10,868
+1,074
28
$1.22M 0.88%
12,009
+1,554
29
$1.18M 0.85%
18,144
+576
30
$1.14M 0.82%
31,584
-60
31
$1.09M 0.78%
12,059
+796
32
$1.07M 0.77%
8,598
-389
33
$1.06M 0.76%
24,654
+9,925
34
$1.04M 0.75%
19,713
-7,303
35
$1.01M 0.73%
20,338
+592
36
$1.01M 0.72%
22,315
+13,078
37
$927K 0.67%
+46,967
38
$916K 0.66%
7,873
+337
39
$916K 0.66%
56,355
-12,065
40
$895K 0.64%
6,437
+61
41
$870K 0.63%
5,189
-50
42
$828K 0.6%
78,826
+656
43
$817K 0.59%
4,750
-36
44
$813K 0.59%
5,094
-199
45
$792K 0.57%
5,187
+554
46
$771K 0.56%
23,187
+6,455
47
$734K 0.53%
9,693
-397
48
$723K 0.52%
+15,506
49
$722K 0.52%
11,862
-503
50
$716K 0.52%
10,000
+12
1
2
3 4 5