WCM
WealthBridge Capital Management Portfolio holdings
AUM
$394M
This Quarter Return
+6.26%
1 Year Return
+17.03%
3 Year Return
+68.6%
5 Year Return
+108.81%
10 Year Return
–
AUM
$348M
AUM Growth
+$348M
(+15%)
Cap. Flow
+$28.8M
Cap. Flow
% of AUM
8.28%
Top 10 Holdings %
Top 10 Hldgs %
41.27%
Holding
214
New
28
Increased
107
Reduced
46
Closed
5
Top Buys
| 1 |
iShares Core S&P 500 ETF
IVV
|
$2.76M |
| 2 |
Mastercard
MA
|
$1.98M |
| 3 |
BNY Mellon US Large Cap Core Equity ETF
BKLC
|
$1.88M |
| 4 |
Eli Lilly
LLY
|
$1.66M |
| 5 |
Invesco S&P 500 Equal Weight ETF
RSP
|
$1.26M |
Top Sells
| 1 |
Super Micro Computer
SMCI
|
$786K |
| 2 |
NXP Semiconductors
NXPI
|
$213K |
| 3 |
Micron Technology
MU
|
$207K |
| 4 |
Qualcomm
QCOM
|
$204K |
| 5 |
VanEck Short Muni ETF
SMB
|
$191K |
Sector Composition
| 1 | Technology | 8.1% |
| 2 | Financials | 7.65% |
| 3 | Consumer Discretionary | 4% |
| 4 | Healthcare | 3.48% |
| 5 | Communication Services | 3.09% |
