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
$164M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
854
New
Increased
Reduced
Closed

Top Buys

1 +$16.2M
2 +$8.86M
3 +$8.16M
4
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$7.95M
5
GLD icon
SPDR Gold Trust
GLD
+$5.54M

Top Sells

No sells this quarter

Sector Composition

1 Technology 8.11%
2 Healthcare 5.75%
3 Consumer Staples 4.58%
4 Consumer Discretionary 3.97%
5 Communication Services 3.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
326
$24K 0.01%
+983
327
$23K 0.01%
+499
328
$23K 0.01%
+170
329
$23K 0.01%
+65
330
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+279
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332
$22K 0.01%
+85
333
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+1,046
334
$22K 0.01%
+817
335
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+105
336
$22K 0.01%
+696
337
$22K 0.01%
+522
338
$22K 0.01%
+93
339
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340
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341
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342
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343
$21K 0.01%
+1,916
344
$21K 0.01%
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345
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346
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347
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348
$20K 0.01%
+55
349
$20K 0.01%
+349
350
$20K 0.01%
+128