WCM
WealthBridge Capital Management Portfolio holdings
AUM
$394M
This Quarter Return
+0.79%
1 Year Return
+17.03%
3 Year Return
+68.6%
5 Year Return
+108.81%
10 Year Return
–
AUM
$139M
AUM Growth
+$139M
(+27%)
Cap. Flow
+$11M
Cap. Flow
% of AUM
7.89%
Top 10 Holdings %
Top 10 Hldgs %
42.48%
Holding
130
New
19
Increased
56
Reduced
39
Closed
7
Top Buys
Top Sells
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 |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
126
WisdomTree Enhanced Commodity Strategy Fund
GCC
$149M
| – | – |
-19,407
| Closed | -$341K |
|
127
Invesco FTSE RAFI US 1000 ETF
PRF
$8.04B
| – | – |
-2,144
| Closed | -$218K |
|
128
Vanguard Total International Stock ETF
VXUS
$101B
| – | – |
-4,477
| Closed | -$211K |
|
129
Materials Select Sector SPDR Fund
XLB
$5.49B
| – | – |
-5,035
| Closed | -$254K |
|
130
Energy Select Sector SPDR Fund
XLE
$27.7B
| – | – |
-4,487
| Closed | -$257K |
|