WCM
WealthBridge Capital Management Portfolio holdings
AUM
$394M
1-Year Return
17.03%
This Quarter Return
+3.76%
1 Year Return
+17.03%
3 Year Return
+68.6%
5 Year Return
+108.81%
10 Year Return
–
AUM
$110M
AUM Growth
-$47.8M
(-30%)
Cap. Flow
-$31.3M
Cap. Flow
% of AUM
-28.59%
Top 10 Holdings %
Top 10 Hldgs %
41.89%
Holding
1,013
New
1
Increased
36
Reduced
62
Closed
901
Top Buys
| 1 |
iShares MSCI EAFE ETF
EFA
|
+$806K |
| 2 |
WisdomTree Enhanced Commodity Strategy Fund
GCC
|
+$341K |
| 3 |
SPDR S&P Regional Banking ETF
KRE
|
+$110K |
| 4 |
Vanguard Total International Stock ETF
VXUS
|
+$77.3K |
| 5 |
iShares MSCI EAFE Min Vol Factor ETF
EFAV
|
+$77.1K |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
+$1.15M |
| 2 |
First Trust Preferred Securities and Income ETF
FPE
|
+$654K |
| 3 |
Owens Corning
OC
|
+$592K |
| 4 |
Invesco S&P 500 Equal Weight ETF
RSP
|
+$449K |
| 5 |
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% |
