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
51
$536K 0.49%
7,414
-50
52
$509K 0.46%
8,431
+39
53
$507K 0.46%
7,775
+55
54
$498K 0.45%
2,805
-391
55
$497K 0.45%
4,096
+200
56
$482K 0.44%
8,273
-330
57
$469K 0.43%
34,988
-100
58
$466K 0.43%
8,768
+492
59
$435K 0.4%
16,732
60
$426K 0.39%
7,573
-975
61
$414K 0.38%
4,633
-250
62
$405K 0.37%
40,500
-5,550
63
$389K 0.36%
3,018
+199
64
$385K 0.35%
12,855
+750
65
$376K 0.34%
6,624
-1,235
66
$376K 0.34%
17,428
+1,521
67
$367K 0.34%
4,095
-470
68
$360K 0.33%
5,815
-100
69
$354K 0.32%
9,237
-10,889
70
$349K 0.32%
8,322
+810
71
$348K 0.32%
14,165
-150
72
$341K 0.31%
+19,407
73
$327K 0.3%
6,260
+400
74
$318K 0.29%
18,376
+160
75
$317K 0.29%
4,574
-147
1 2
3
4 5