WCM
WealthBridge Capital Management Portfolio holdings
AUM
$394M
This Quarter Return
+7.45%
1 Year Return
+17.03%
3 Year Return
+68.6%
5 Year Return
+108.81%
10 Year Return
–
AUM
$239M
AUM Growth
+$239M
(+2.1%)
Cap. Flow
+$6.85M
Cap. Flow
% of AUM
2.86%
Top 10 Holdings %
Top 10 Hldgs %
37.88%
Holding
214
New
17
Increased
84
Reduced
81
Closed
18
Top Buys
| 1 |
Alphabet (Google) Class C
GOOG
|
$3.22M |
| 2 |
ProShares S&P MidCap 400 Dividend Aristocrats ETF
REGL
|
$1.8M |
| 3 |
Invesco S&P 500 Equal Weight ETF
RSP
|
$1.35M |
| 4 |
Tesla
TSLA
|
$1.34M |
| 5 |
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
|
$725K |
Top Sells
Sector Composition
| 1 | Financials | 6.63% |
| 2 | Technology | 5.32% |
| 3 | Consumer Discretionary | 4.44% |
| 4 | Healthcare | 3.31% |
| 5 | Industrials | 3.24% |
