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WQ

Wealth Quarterback Portfolio holdings

AUM $254M
1-Year Est. Return 25.17%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+25.17%
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
401
$14K 0.01%
+625
402
$14K 0.01%
+293
403
$14K 0.01%
+170
404
$14K 0.01%
+164
405
$14K 0.01%
+230
406
$14K 0.01%
+30
407
$14K 0.01%
+251
408
$14K 0.01%
+382
409
$14K 0.01%
+97
410
$14K 0.01%
+317
411
$13K 0.01%
+264
412
$13K 0.01%
+200
413
$13K 0.01%
+807
414
$13K 0.01%
+31
415
$13K 0.01%
+167
416
$13K 0.01%
+1,530
417
$13K 0.01%
+546
418
$13K 0.01%
+475
419
$13K 0.01%
+70
420
$13K 0.01%
+470
421
$13K 0.01%
+124
422
$13K 0.01%
+365
423
$13K 0.01%
+487
424
$13K 0.01%
+206
425
$13K 0.01%
+346
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17
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