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WCM
WealthBridge Capital Management Portfolio holdings
AUM
$503M
1-Year Est. Return
26.74%
This Fund
S&P 500
This Quarter
Est. Return
-13.2%
1 Year Est. Return
+26.74%
3 Year Est. Return
+82.06%
5 Year Est. Return
+88.65%
10 Year Est. Return
–
AUM
$132M
AUM Growth
–
Cap. Flow
+$141M
Cap. Flow
% of AUM
107.26%
Top 10 Holdings %
Top 10 Hldgs %
34.88%
Holding
998
New
997
Increased
–
Reduced
–
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Invesco S&P 500 Equal Weight ETF
RSP
|
+$10.8M |
| 2 |
State Street SPDR S&P 500 ETF Trust
SPY
|
+$7.8M |
| 3 |
Berkshire Hathaway Class B
BRK.B
|
+$5.66M |
| 4 |
BlackRock Municipal 2030 Target Term Trust
BTT
|
+$4.51M |
| 5 |
Amazon
AMZN
|
+$3.79M |
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Financials | 7.97% |
| 2 | Communication Services | 5.04% |
| 3 | Consumer Discretionary | 4.34% |
| 4 | Technology | 4.13% |
| 5 | Industrials | 3.67% |
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WealthBridge Capital Management's Q4 2018 Portfolio in Review
Q4 2018 is the first quarter with a 13F filing on record for WealthBridge Capital Management, which disclosed 998 positions worth $132M. Its ten largest holdings account for 35% of the portfolio.
Its largest position is Invesco S&P 500 Equal Weight ETF: 109,481 shares worth $10M.
By sector, the portfolio is most concentrated in Financials at 8% of assets, followed by Communication Services and Consumer Discretionary.
- WealthBridge Capital Management's largest Q4 2018 buy was Invesco S&P 500 Equal Weight ETF: 109,481 shares worth $10M.
- WealthBridge Capital Management's ten largest holdings make up 35% of its $132M portfolio in Q4 2018.
- WealthBridge Capital Management disclosed 998 positions in Q4 2018, its first 13F filing on record.
Based on WealthBridge Capital Management's 13F filing for Q4 2018, filed 14 Feb 2019.