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
76
$307K 0.28%
8,964
-300
77
$302K 0.28%
29,164
-2,172
78
$289K 0.26%
8,750
-675
79
$287K 0.26%
2,252
-672
80
$278K 0.25%
10,790
-239
81
$275K 0.25%
4,195
-257
82
$274K 0.25%
4,104
+1,155
83
$274K 0.25%
2,036
+194
84
$273K 0.25%
2,704
85
$267K 0.24%
5,896
-300
86
$257K 0.23%
4,487
+883
87
$254K 0.23%
5,035
+1,405
88
$253K 0.23%
1,715
-215
89
$243K 0.22%
2,220
+69
90
$236K 0.22%
1,856
-89
91
$236K 0.22%
1,253
-140
92
$231K 0.21%
2,733
-5
93
$224K 0.2%
9,550
-280
94
$218K 0.2%
10,720
+3,535
95
$214K 0.2%
6,393
-1,864
96
$213K 0.19%
2,859
97
$211K 0.19%
4,477
+1,640
98
$201K 0.18%
6,369
+750
99
$200K 0.18%
2,020
-32
100
$196K 0.18%
19,063
+5,275
2 3
4
5 6