WCM
WealthBridge Capital Management Portfolio holdings
AUM
$394M
This Quarter Return
-3.85%
1 Year Return
+17.03%
3 Year Return
+68.6%
5 Year Return
+108.81%
10 Year Return
–
AUM
$267M
AUM Growth
+$267M
(-0.18%)
Cap. Flow
+$13M
Cap. Flow
% of AUM
4.88%
Top 10 Holdings %
Top 10 Hldgs %
39.95%
Holding
195
New
28
Increased
75
Reduced
62
Closed
9
Top Buys
| 1 |
iShares MSCI EAFE ETF
EFA
|
$1.31M |
| 2 |
CSX Corp
CSX
|
$1.23M |
| 3 |
BNY Mellon US Large Cap Core Equity ETF
BKLC
|
$1.19M |
| 4 |
Invesco QQQ Trust
QQQ
|
$961K |
| 5 |
PepsiCo
PEP
|
$902K |
Top Sells
| 1 |
Global X FinTech ETF
FINX
|
$542K |
| 2 |
ARK Web x.0 ETF
ARKW
|
$526K |
| 3 |
First Trust Dow Jones Internet Index Fund ETF
FDN
|
$499K |
| 4 |
First Trust Capital Strength ETF
FTCS
|
$460K |
| 5 |
Industrial Select Sector SPDR Fund
XLI
|
$454K |
Sector Composition
| 1 | Financials | 7.05% |
| 2 | Technology | 6.23% |
| 3 | Consumer Discretionary | 5.38% |
| 4 | Communication Services | 3.97% |
| 5 | Healthcare | 2.93% |
