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
$109M
AUM Growth
-$6.28M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,178
New
Increased
Reduced
Closed

Top Buys

1
+$1.44M
2
+$1.14M
3
+$1.12M
4
IVE icon
iShares S&P 500 Value ETF
IVE
+$751K
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$708K

Top Sells

1
+$92.1M
2
+$80.3M
3
+$77.8M
4
SHV icon
iShares Short Treasury Bond ETF
SHV
+$51.4M
5
TIP icon
iShares TIPS Bond ETF
TIP
+$44M

Sector Composition

1 Consumer Staples 6.78%
2 Technology 6.01%
3 Healthcare 5.09%
4 Communication Services 5%
5 Consumer Discretionary 4.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$10.7K 0.01%
702
+22
427
$10.7K 0.01%
321
-7,119
428
$10.7K 0.01%
1,343
-6,021
429
$10.6K 0.01%
+276
430
$10.5K 0.01%
2,038
-671
431
$10.4K 0.01%
431
-10,167
432
$10.4K 0.01%
275
433
$10.3K 0.01%
133
-119
434
$10.3K 0.01%
+101
435
$10.2K 0.01%
11,771
436
$10.2K 0.01%
99
437
$10.2K 0.01%
450
+13
438
$10.2K 0.01%
485
439
$10.1K 0.01%
493
+5
440
$10.1K 0.01%
+500
441
$10.1K 0.01%
828
+11
442
$10.1K 0.01%
+400
443
$9.98K 0.01%
462
+126
444
$9.79K 0.01%
146
445
$9.72K 0.01%
1,203
446
$9.71K 0.01%
1,916
-25
447
$9.67K 0.01%
511
+4
448
$9.67K 0.01%
213
449
$9.63K 0.01%
4,187
+91
450
$9.53K 0.01%
259
16 17
18
19 20