WCM
WealthBridge Capital Management Portfolio holdings
AUM
$394M
This Quarter Return
+1.95%
1 Year Return
+17.03%
3 Year Return
+68.6%
5 Year Return
+108.81%
10 Year Return
–
AUM
$360M
AUM Growth
+$360M
(+3.4%)
Cap. Flow
+$8.72M
Cap. Flow
% of AUM
2.42%
Top 10 Holdings %
Top 10 Hldgs %
42.37%
Holding
214
New
5
Increased
107
Reduced
53
Closed
14
Top Buys
| 1 |
BNY Mellon US Large Cap Core Equity ETF
BKLC
|
$1.44M |
| 2 |
iShares Core S&P 500 ETF
IVV
|
$1.39M |
| 3 |
Invesco QQQ Trust
QQQ
|
$932K |
| 4 |
Schwab US Dividend Equity ETF
SCHD
|
$881K |
| 5 |
ProShares Ultra Russell2000
UWM
|
$764K |
Top Sells
| 1 |
iShares MSCI EAFE ETF
EFA
|
$901K |
| 2 |
BSJO
Invesco BulletShares 2024 High Yield Corporate Bond ETF
BSJO
|
$732K |
| 3 |
Phillips 66
PSX
|
$381K |
| 4 |
IBMM
iShares iBonds Dec 2024 Term Muni Bond ETF
IBMM
|
$337K |
| 5 |
Lockheed Martin
LMT
|
$258K |
Sector Composition
| 1 | Technology | 8.43% |
| 2 | Financials | 7.5% |
| 3 | Consumer Discretionary | 4.57% |
| 4 | Communication Services | 3.32% |
| 5 | Healthcare | 2.88% |
