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
$151M
AUM Growth
-$13.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
910
New
Increased
Reduced
Closed

Top Buys

1
+$8.35M
2
+$2.97M
3
+$1.26M
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$1.12M
5
WMT icon
Walmart
WMT
+$879K

Top Sells

1
+$653K
2
+$387K
3
+$211K
4
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$202K
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$179K

Sector Composition

1 Technology 8.36%
2 Healthcare 5.62%
3 Consumer Staples 4.72%
4 Communication Services 4.09%
5 Financials 3.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$39K 0.03%
763
-126
277
$39K 0.03%
353
-8
278
$38K 0.03%
185
+1
279
$38K 0.03%
565
-387
280
$38K 0.03%
1,109
281
$38K 0.03%
1,147
+294
282
$38K 0.03%
139
+1
283
$37K 0.02%
267
284
$37K 0.02%
2,886
+1,142
285
$36K 0.02%
200
286
$36K 0.02%
2,583
287
$36K 0.02%
4,639
+108
288
$36K 0.02%
+1,626
289
$36K 0.02%
257
+1
290
$35K 0.02%
103
291
$35K 0.02%
+1,122
292
$35K 0.02%
99
293
$35K 0.02%
1,593
+1,337
294
$34K 0.02%
5,034
+3,627
295
$34K 0.02%
+2,585
296
$33K 0.02%
270
-26
297
$32K 0.02%
587
+4
298
$32K 0.02%
1,303
299
$32K 0.02%
333
+2
300
$31K 0.02%
657
-100
10 11
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