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Home > Institutional Investor > Wlth Capital Management, Llc > Profile

Instuitional Investor - Wlth Capital Management, Llc

Fund Profile
Filing Period:
Fund Name: Wlth Capital Management, Llc
Portfolio Value $16,433,427
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 HYG 18,296 $1,772,516 10.79%
2.
Vanguard Scottsdale Funds
 VCIT 31,459 $1,577,354 9.6%
3.
Invesco Exch Trd Slf Idx Fd
 76,415 $1,493,531 9.09%
4.
Ishares Inc - CORE MSCI EMKT
 16,893 $1,371,036 8.34%
5.
Ishares Trust
 IEF 16,705 $1,356,446 8.25%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.