WCM
WealthBridge Capital Management Portfolio holdings
AUM
$394M
This Quarter Return
+10.36%
1 Year Return
+17.03%
3 Year Return
+68.6%
5 Year Return
+108.81%
10 Year Return
–
AUM
$195M
AUM Growth
+$195M
(+10%)
Cap. Flow
+$8.27M
Cap. Flow
% of AUM
4.24%
Top 10 Holdings %
Top 10 Hldgs %
43.76%
Holding
135
New
17
Increased
38
Reduced
62
Closed
4
Top Buys
| 1 |
Apple
AAPL
|
$5.85M |
| 2 |
iShares Ultra Short Duration Bond Active ETF
ICSH
|
$2.12M |
| 3 |
ARK Innovation ETF
ARKK
|
$1.3M |
| 4 |
Tesla
TSLA
|
$654K |
| 5 |
Salesforce
CRM
|
$551K |
Top Sells
| 1 |
Invesco S&P 500 Low Volatility ETF
SPLV
|
$563K |
| 2 |
Invesco S&P 500 Equal Weight ETF
RSP
|
$519K |
| 3 |
iShares Core S&P 500 ETF
IVV
|
$450K |
| 4 |
Owens Corning
OC
|
$397K |
| 5 |
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
|
$318K |
Sector Composition
| 1 | Financials | 6.3% |
| 2 | Technology | 5.55% |
| 3 | Consumer Discretionary | 5.52% |
| 4 | Communication Services | 4.85% |
| 5 | Healthcare | 2.67% |
