WQ

Wealth Quarterback Portfolio holdings

AUM $278M
1-Year Est. Return 23.57%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.57%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$115M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,050
New
Increased
Reduced
Closed

Top Buys

1
+$122M
2
+$113M
3
+$76.3M
4
SHV icon
iShares 0-1 Year Treasury Bond ETF
SHV
+$51.4M
5
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$48.4M

Top Sells

No sells this quarter

Sector Composition

1 Technology 6.29%
2 Communication Services 6.19%
3 Consumer Staples 5.39%
4 Healthcare 5.3%
5 Consumer Discretionary 5.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$45.1K 0.04%
+6,074
252
$44.8K 0.04%
+8,024
253
$44.5K 0.04%
+904
254
$44.3K 0.04%
+410
255
$43.1K 0.04%
+686
256
$43.1K 0.04%
+2,148
257
$42.9K 0.04%
+987
258
$42.4K 0.04%
+414
259
$42.1K 0.04%
+1,295
260
$42.1K 0.04%
+984
261
$41.7K 0.04%
+13,724
262
$41.6K 0.04%
+7,885
263
$41.5K 0.04%
+15,791
264
$41.3K 0.04%
+1,305
265
$40.3K 0.04%
+7,679
266
$39.8K 0.03%
+30,028
267
$39K 0.03%
+34,708
268
$38.8K 0.03%
+890
269
$38.6K 0.03%
+1,513
270
$38.4K 0.03%
+503
271
$38.3K 0.03%
+102
272
$38.2K 0.03%
+430
273
$38K 0.03%
+219
274
$37.8K 0.03%
+5,880
275
$37.8K 0.03%
+212
9 10
11
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