WQ

Wealth Quarterback Portfolio holdings

AUM $259M
1-Year Est. Return 20.42%
This Quarter Est. Return
1 Year Est. Return
+20.42%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$109M
AUM Growth
-$6.28M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,178
New
Increased
Reduced
Closed

Top Buys

1
+$1.44M
2
+$1.14M
3
+$1.12M
4
IVE icon
iShares S&P 500 Value ETF
IVE
+$751K
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$708K

Top Sells

1
+$92.1M
2
+$80.3M
3
+$77.8M
4
SHV icon
iShares Short Treasury Bond ETF
SHV
+$51.4M
5
TIP icon
iShares TIPS Bond ETF
TIP
+$44M

Sector Composition

1 Consumer Staples 6.78%
2 Technology 6.01%
3 Healthcare 5.09%
4 Communication Services 5%
5 Consumer Discretionary 4.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$27.7K 0.03%
620
-444
277
$27.5K 0.03%
955
+9
278
$27.3K 0.03%
1,042
-253
279
$27.3K 0.03%
+175
280
$27K 0.02%
226
+52
281
$26.8K 0.02%
102
282
$26.4K 0.02%
136
-7,888
283
$25.9K 0.02%
734
284
$25.8K 0.02%
686
285
$25.8K 0.02%
213
286
$25.7K 0.02%
1,202
-6,689
287
$25.6K 0.02%
2,130
-5,802
288
$25.4K 0.02%
127
289
$25.1K 0.02%
355
290
$24.9K 0.02%
688
-586
291
$24.7K 0.02%
438
-40,752
292
$24.7K 0.02%
+1,630
293
$24.3K 0.02%
225
294
$24.2K 0.02%
491
-91
295
$24K 0.02%
881
-35
296
$23.6K 0.02%
2,304
+59
297
$23.5K 0.02%
192
+44
298
$23.4K 0.02%
434
-140
299
$23.4K 0.02%
1,743
-285
300
$23.2K 0.02%
73
-89
10 11
12
13 14