WCM
WealthBridge Capital Management Portfolio holdings
AUM
$394M
This Quarter Return
+9.87%
1 Year Return
+17.03%
3 Year Return
+68.6%
5 Year Return
+108.81%
10 Year Return
–
AUM
$394M
AUM Growth
+$394M
(+11%)
Cap. Flow
+$12.5M
Cap. Flow
% of AUM
3.17%
Top 10 Holdings %
Top 10 Hldgs %
41.8%
Holding
220
New
19
Increased
101
Reduced
64
Closed
10
Top Buys
| 1 |
MADE
iShares U.S. Manufacturing ETF
MADE
|
$1.35M |
| 2 |
iShares Core S&P 500 ETF
IVV
|
$1.21M |
| 3 |
Invesco QQQ Trust
QQQ
|
$1.11M |
| 4 |
BNY Mellon US Large Cap Core Equity ETF
BKLC
|
$991K |
| 5 |
Tema American Reshoring ETF
RSHO
|
$894K |
Top Sells
| 1 |
BlackRock Municipal 2030 Target Term Trust
BTT
|
$571K |
| 2 |
iShares Russell 2000 ETF
IWM
|
$422K |
| 3 |
Iron Mountain
IRM
|
$417K |
| 4 |
Ingersoll Rand
IR
|
$396K |
| 5 |
Fifth Third Bancorp
FITB
|
$394K |
Sector Composition
| 1 | Technology | 8.19% |
| 2 | Financials | 7.38% |
| 3 | Consumer Discretionary | 4.12% |
| 4 | Communication Services | 3.49% |
| 5 | Healthcare | 2.56% |
