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
126
– –
-4,477
127
– –
-5,035
128
– –
-4,487
129
– –
-4,104
130
– –
-6,393
2 3 4 5
6