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
$151M
AUM Growth
-$13.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
910
New
Increased
Reduced
Closed

Top Buys

1 +$8.35M
2 +$2.97M
3 +$1.26M
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$1.12M
5
WMT icon
Walmart
WMT
+$879K

Sector Composition

1 Technology 8.36%
2 Healthcare 5.62%
3 Consumer Staples 4.72%
4 Communication Services 4.09%
5 Financials 3.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
376
$18K 0.01%
197
377
$18K 0.01%
60
+1
378
$18K 0.01%
99
379
$18K 0.01%
317
380
$17K 0.01%
103
-25
381
$17K 0.01%
7,872
+7,247
382
$17K 0.01%
844
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383
$17K 0.01%
675
384
$17K 0.01%
415
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385
$17K 0.01%
260
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386
$17K 0.01%
436
+2
387
$16K 0.01%
+150
388
$16K 0.01%
+2,207
389
$16K 0.01%
404
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390
$16K 0.01%
129
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391
$16K 0.01%
562
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392
$16K 0.01%
8,857
+8,320
393
$16K 0.01%
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394
$16K 0.01%
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$16K 0.01%
522
396
$16K 0.01%
41
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397
$16K 0.01%
250
398
$15K 0.01%
243
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399
$15K 0.01%
715
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400
$15K 0.01%
70
+1