WCM
WealthBridge Capital Management Portfolio holdings
AUM
$394M
1-Year Return
17.03%
This Quarter Return
-13.2%
1 Year Return
+17.03%
3 Year Return
+68.6%
5 Year Return
+108.81%
10 Year Return
–
AUM
$132M
AUM Growth
–
Cap. Flow
+$132M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
34.88%
Holding
999
New
997
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Invesco S&P 500 Equal Weight ETF
RSP
|
+$10M |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
+$7.23M |
| 3 |
Berkshire Hathaway Class B
BRK.B
|
+$5.54M |
| 4 |
BlackRock Municipal 2030 Target Term Trust
BTT
|
+$4.58M |
| 5 |
First Trust Dow Jones Internet Index Fund ETF
FDN
|
+$3.5M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Financials | 7.96% |
| 2 | Communication Services | 5.04% |
| 3 | Consumer Discretionary | 4.34% |
| 4 | Technology | 4.13% |
| 5 | Industrials | 3.67% |
