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
376
$17K 0.01%
+81
377
$17K 0.01%
+242
378
$17K 0.01%
+197
379
$17K 0.01%
+257
380
$17K 0.01%
+1,164
381
$17K 0.01%
+427
382
$17K 0.01%
+69
383
$16K 0.01%
+273
384
$16K 0.01%
+413
385
$16K 0.01%
+33
386
$16K 0.01%
+74
387
$16K 0.01%
+293
388
$16K 0.01%
+558
389
$16K 0.01%
+98
390
$16K 0.01%
+314
391
$15K 0.01%
+89
392
$15K 0.01%
+125
393
$15K 0.01%
+351
394
$15K 0.01%
+304
395
$15K 0.01%
+707
396
$15K 0.01%
+300
397
$15K 0.01%
+105
398
$15K 0.01%
+673
399
$15K 0.01%
+3,634
400
$14K 0.01%
+170
14 15
16
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