WQ
Wealth Quarterback Portfolio holdings
AUM
$211M
1-Year Return
18.29%
This Quarter Return
+5.97%
1 Year Return
+18.29%
3 Year Return
+61.94%
5 Year Return
–
10 Year Return
–
AUM
$115M
AUM Growth
–
Cap. Flow
+$115M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
30.32%
Holding
1,050
New
1,048
Increased
–
Reduced
–
Closed
–
Top Buys
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 6.3% |
| 2 | Communication Services | 6.19% |
| 3 | Consumer Staples | 5.39% |
| 4 | Healthcare | 5.3% |
| 5 | Consumer Discretionary | 5.16% |
