WCM
WealthBridge Capital Management Portfolio holdings
AUM
$394M
This Quarter Return
+10.4%
1 Year Return
+17.03%
3 Year Return
+68.6%
5 Year Return
+108.81%
10 Year Return
–
AUM
$267M
AUM Growth
+$267M
(+10%)
Cap. Flow
+$1.15M
Cap. Flow
% of AUM
0.43%
Top 10 Holdings %
Top 10 Hldgs %
42.24%
Holding
192
New
15
Increased
75
Reduced
72
Closed
10
Top Buys
| 1 |
BNY Mellon US Large Cap Core Equity ETF
BKLC
|
$1.39M |
| 2 |
iShares Core S&P 500 ETF
IVV
|
$1.24M |
| 3 |
NVIDIA
NVDA
|
$543K |
| 4 |
AXS Esoterica NextG Economy ETF
WUGI
|
$412K |
| 5 |
SPDR S&P 500 ETF Trust
SPY
|
$379K |
Top Sells
Sector Composition
| 1 | Financials | 7.27% |
| 2 | Technology | 7.21% |
| 3 | Consumer Discretionary | 4.98% |
| 4 | Communication Services | 3.27% |
| 5 | Healthcare | 2.96% |
