WCM
WealthBridge Capital Management Portfolio holdings
AUM
$394M
This Quarter Return
+12.88%
1 Year Return
+17.03%
3 Year Return
+68.6%
5 Year Return
+108.81%
10 Year Return
–
AUM
$228M
AUM Growth
+$228M
(+17%)
Cap. Flow
+$15M
Cap. Flow
% of AUM
6.55%
Top 10 Holdings %
Top 10 Hldgs %
41.9%
Holding
150
New
19
Increased
69
Reduced
41
Closed
3
Top Buys
| 1 |
iShares US Technology ETF
IYW
|
$2.99M |
| 2 |
iShares Ultra Short Duration Bond Active ETF
ICSH
|
$1.66M |
| 3 |
ProShares Ultra Russell2000
UWM
|
$1.08M |
| 4 |
Industrial Select Sector SPDR Fund
XLI
|
$636K |
| 5 |
ARK Genomic Revolution ETF
ARKG
|
$633K |
Top Sells
| 1 |
iShares Russell 2000 ETF
IWM
|
$1.01M |
| 2 |
First Trust Dow Jones Internet Index Fund ETF
FDN
|
$609K |
| 3 |
Invesco S&P 500 Equal Weight ETF
RSP
|
$410K |
| 4 |
WELLS FARGO 7.5% NON CUMV PERP CONV
WFC.PRL
|
$227K |
| 5 |
Apple
AAPL
|
$223K |
Sector Composition
| 1 | Financials | 5.91% |
| 2 | Consumer Discretionary | 5.27% |
| 3 | Technology | 5.27% |
| 4 | Communication Services | 4.76% |
| 5 | Healthcare | 2.37% |
