WCM
WLTH Capital Management Portfolio holdings
AUM
$128M
This Fund
S&P 500
1 Year Est. Return
–
AUM
$128M
AUM Growth
-$1.68M
(-1.3%)
Holding
26
Top Buys
| 1 | +$913K | |
| 2 | +$671K | |
| 3 | +$605K | |
| 4 |
iShares Core S&P 500 ETF
IVV
|
+$516K |
| 5 |
Invesco BulletShares 2026 Corporate Bond ETF
BSCQ
|
+$356K |
Top Sells
| 1 | +$86.1K | |
| 2 | +$76.8K | |
| 3 | +$61.2K | |
| 4 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
+$44.5K |
| 5 |
iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036
DJP
|
+$38.8K |
Sector Composition
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
Vanguard Small-Cap ETF
VB
$76.8B
| $232K | 0.18% |
885
-8
|
|