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
76
$385K 0.28%
1,768
+53
77
$376K 0.27%
4,832
+258
78
$361K 0.26%
1,730
-306
79
$358K 0.26%
5,860
-400
80
$351K 0.25%
9,364
+400
81
$349K 0.25%
2,697
-321
82
$335K 0.24%
1,233
-20
83
$333K 0.24%
+3,908
84
$327K 0.24%
18,483
+107
85
$325K 0.23%
2,492
+272
86
$322K 0.23%
2,704
87
$320K 0.23%
5,896
88
$299K 0.22%
9,250
+500
89
$296K 0.21%
3,142
+409
90
$276K 0.2%
9,980
+430
91
$275K 0.2%
+1,185
92
$267K 0.19%
2,859
93
$264K 0.19%
9,456
-1,334
94
$264K 0.19%
2,185
+165
95
$261K 0.19%
5,660
-2,662
96
$255K 0.18%
4,045
-150
97
$246K 0.18%
+9,019
98
$243K 0.18%
1,920
+64
99
$238K 0.17%
+1,857
100
$234K 0.17%
3,595
-14,893
2 3
4
5 6