WCM
WealthBridge Capital Management Portfolio holdings
AUM
$394M
This Quarter Return
-14.3%
1 Year Return
+17.03%
3 Year Return
+68.6%
5 Year Return
+108.81%
10 Year Return
–
AUM
$234M
AUM Growth
+$234M
(-12%)
Cap. Flow
+$13.5M
Cap. Flow
% of AUM
5.77%
Top 10 Holdings %
Top 10 Hldgs %
38.59%
Holding
214
New
28
Increased
84
Reduced
62
Closed
17
Top Buys
| 1 |
Amazon
AMZN
|
$5.26M |
| 2 |
Invesco S&P 500 Equal Weight ETF
RSP
|
$1.74M |
| 3 |
iShares Short Treasury Bond ETF
SHV
|
$1.16M |
| 4 |
BlackRock Municipal 2030 Target Term Trust
BTT
|
$936K |
| 5 |
BNY Mellon US Large Cap Core Equity ETF
BKLC
|
$924K |
Top Sells
| 1 |
ARK Innovation ETF
ARKK
|
$2.91M |
| 2 |
iShares MSCI EAFE ETF
EFA
|
$2.33M |
| 3 |
Berkshire Hathaway Class A
BRK.A
|
$1.06M |
| 4 |
iShares Semiconductor ETF
SOXX
|
$533K |
| 5 |
Global X Robotics & Artificial Intelligence ETF
BOTZ
|
$505K |
Sector Composition
| 1 | Financials | 5.97% |
| 2 | Technology | 5.71% |
| 3 | Consumer Discretionary | 5.07% |
| 4 | Healthcare | 3.25% |
| 5 | Communication Services | 3.19% |
