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
301
$23.2K 0.02%
1,109
302
$22.9K 0.02%
545
303
$22.7K 0.02%
881
-37,401
304
$22.6K 0.02%
785
+12
305
$22.4K 0.02%
94
-12,189
306
$22.2K 0.02%
481
+3
307
$22.2K 0.02%
436
+1
308
$22.1K 0.02%
500
-2,220
309
$21.9K 0.02%
2,705
+43
310
$21.8K 0.02%
696
+12
311
$21.4K 0.02%
590
312
$21.2K 0.02%
438
+1
313
$21K 0.02%
1,756
314
$21K 0.02%
728
-95
315
$20.9K 0.02%
328
+2
316
$20.1K 0.02%
588
-320
317
$20.1K 0.02%
+672
318
$19.9K 0.02%
219
-195
319
$19.8K 0.02%
130
-80
320
$19.8K 0.02%
413
-10,530
321
$19.7K 0.02%
197
-24,202
322
$19.4K 0.02%
644
-100
323
$19.2K 0.02%
419
-33
324
$19.1K 0.02%
665
-16,153
325
$19.1K 0.02%
689
+235
11 12
13
14 15