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
1001
– –
-161
1002
– –
-280
1003
– –
-7
1004
– –
-11
1005
– –
-60
1006
– –
-22
1007
– –
-200
1008
– –
-81
1009
– –
-46
1010
– –
-408
1011
– –
-2,437
1012
– –
-4
1013
– –
-350
37 38 39 40
41