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
351
$20.3K 0.02%
+2,792
352
$20.1K 0.02%
+148
353
$20.1K 0.02%
+791
354
$19.9K 0.02%
+13,452
355
$19.9K 0.02%
+543
356
$19.9K 0.02%
+4,751
357
$19.7K 0.02%
+130
358
$19.7K 0.02%
+138
359
$19.6K 0.02%
+1,092
360
$19.6K 0.02%
+3,166
361
$19.6K 0.02%
+7,566
362
$19.6K 0.02%
+103
363
$19.5K 0.02%
+233
364
$19.3K 0.02%
+174
365
$19.1K 0.02%
+4,096
366
$18.9K 0.02%
+19,724
367
$18.8K 0.02%
+135
368
$18.7K 0.02%
+761
369
$18.5K 0.02%
+835
370
$18.5K 0.02%
+1,258
371
$18.4K 0.02%
+5,554
372
$18.3K 0.02%
+260
373
$18K 0.02%
+484
374
$18K 0.02%
+697
375
$17.9K 0.02%
+683