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
376
$14.5K 0.01%
865
-10,579
377
$14.5K 0.01%
1,102
+5
378
$14.5K 0.01%
131
-11,884
379
$14.4K 0.01%
1,116
-198,668
380
$14.3K 0.01%
+500
381
$14.2K 0.01%
82
-27
382
$14K 0.01%
214
-5
383
$13.9K 0.01%
715
-48
384
$13.9K 0.01%
561
385
$13.9K 0.01%
93
386
$13.8K 0.01%
1,482
387
$13.8K 0.01%
271
+88
388
$13.7K 0.01%
23
-2,251
389
$13.6K 0.01%
3,760
-8,048
390
$13.5K 0.01%
600
391
$13.4K 0.01%
113
+10
392
$13.2K 0.01%
93
-14,354
393
$13K 0.01%
120
394
$13K 0.01%
474
-88,806
395
$12.8K 0.01%
791
396
$12.7K 0.01%
255
+1
397
$12.7K 0.01%
372
-345
398
$12.6K 0.01%
491
-7,075
399
$12.5K 0.01%
1,033
-2,133
400
$12.5K 0.01%
108
+2
14 15
16
17 18