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
51
$713K 0.51%
6,346
-298
52
$694K 0.5%
7,938
-8
53
$686K 0.49%
3,194
+389
54
$663K 0.48%
12,102
-1,844
55
$632K 0.46%
8,186
-245
56
$625K 0.45%
+9,891
57
$624K 0.45%
2
58
$616K 0.44%
9,185
+2,561
59
$604K 0.43%
7,214
-200
60
$582K 0.42%
4,191
+95
61
$546K 0.39%
34,464
+5,300
62
$529K 0.38%
3,503
+1,251
63
$526K 0.38%
35,088
+100
64
$516K 0.37%
8,765
+492
65
$499K 0.36%
6,920
-855
66
$495K 0.36%
8,205
+632
67
$494K 0.36%
41,706
+1,206
68
$469K 0.34%
16,414
-1,014
69
$468K 0.34%
4,565
+470
70
$466K 0.34%
5,792
-23
71
$434K 0.31%
+2,611
72
$415K 0.3%
6,440
-2,328
73
$414K 0.3%
14,665
+500
74
$409K 0.29%
+1,668
75
$388K 0.28%
11,130
-1,725
1 2
3
4 5