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
351
$16.6K 0.02%
1,191
-108
352
$16.6K 0.02%
1,200
353
$16.6K 0.02%
69
-42
354
$16.5K 0.02%
2,155
+31
355
$16.4K 0.02%
1,871
-6,014
356
$16.3K 0.02%
553
-337
357
$16.3K 0.02%
+2,207
358
$16.2K 0.01%
628
+508
359
$16.1K 0.01%
1,256
+6
360
$16K 0.01%
1,633
+26
361
$15.6K 0.01%
605
-47,490
362
$15.6K 0.01%
181
-738
363
$15.5K 0.01%
49
-22,292
364
$15.5K 0.01%
154
-20
365
$15.5K 0.01%
198
366
$15.5K 0.01%
134
-29,377
367
$15.3K 0.01%
302
-1,741
368
$15.2K 0.01%
1,602
-474
369
$14.9K 0.01%
11,656
+6,905
370
$14.9K 0.01%
446
+10
371
$14.9K 0.01%
462
372
$14.8K 0.01%
439
373
$14.8K 0.01%
64
374
$14.8K 0.01%
83
-48
375
$14.6K 0.01%
108
13 14
15
16 17