WQ
Wealth Quarterback Portfolio holdings
AUM
$211M
1-Year Return
18.29%
This Quarter Return
-1.47%
1 Year Return
+18.29%
3 Year Return
+61.94%
5 Year Return
–
10 Year Return
–
AUM
$151M
AUM Growth
-$13.9M
(-8.5%)
Cap. Flow
+$26.3M
Cap. Flow
% of AUM
17.49%
Top 10 Holdings %
Top 10 Hldgs %
43.55%
Holding
910
New
56
Increased
438
Reduced
146
Closed
66
Top Buys
| 1 |
iShares Core S&P 500 ETF
IVV
|
+$8.35M |
| 2 |
SPDR Gold Trust
GLD
|
+$2.97M |
| 3 |
Amazon
AMZN
|
+$1.26M |
| 4 |
iShares 20+ Year Treasury Bond ETF
TLT
|
+$1.12M |
| 5 |
Walmart
WMT
|
+$879K |
Top Sells
| 1 |
Advanced Micro Devices
AMD
|
+$653K |
| 2 |
Invesco QQQ Trust
QQQ
|
+$387K |
| 3 |
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
|
+$211K |
| 4 |
iShares MSCI USA Quality Factor ETF
QUAL
|
+$202K |
| 5 |
iShares 7-10 Year Treasury Bond ETF
IEF
|
+$179K |
Sector Composition
| 1 | Technology | 8.36% |
| 2 | Healthcare | 5.62% |
| 3 | Consumer Staples | 4.72% |
| 4 | Communication Services | 4.09% |
| 5 | Financials | 3.93% |
