WCM
WealthBridge Capital Management Portfolio holdings
AUM
$394M
1-Year Return
17.03%
This Quarter Return
+10.44%
1 Year Return
+17.03%
3 Year Return
+68.6%
5 Year Return
+108.81%
10 Year Return
–
AUM
$297M
AUM Growth
+$30.1M
(+11%)
Cap. Flow
+$6.97M
Cap. Flow
% of AUM
2.35%
Top 10 Holdings %
Top 10 Hldgs %
41.81%
Holding
198
New
16
Increased
75
Reduced
75
Closed
6
Top Buys
| 1 |
BNY Mellon US Large Cap Core Equity ETF
BKLC
|
$1.8M |
| 2 |
iShares Core S&P 500 ETF
IVV
|
$1.27M |
| 3 |
Oneok
OKE
|
$656K |
| 4 |
Super Micro Computer
SMCI
|
$632K |
| 5 |
BSJO
Invesco BulletShares 2024 High Yield Corporate Bond ETF
BSJO
|
$496K |
Top Sells
| 1 |
Invesco S&P 500 Equal Weight ETF
RSP
|
$835K |
| 2 |
US Bancorp
USB
|
$629K |
| 3 |
Tesla
TSLA
|
$316K |
| 4 |
BlackRock Municipal 2030 Target Term Trust
BTT
|
$294K |
| 5 |
IQ MacKay Municipal Intermediate ETF
MMIT
|
$251K |
Sector Composition
| 1 | Financials | 7.39% |
| 2 | Technology | 7.11% |
| 3 | Consumer Discretionary | 4.61% |
| 4 | Communication Services | 3.41% |
| 5 | Healthcare | 3.13% |
