WQ

Wealth Quarterback Portfolio holdings

AUM $278M
1-Year Est. Return 23.57%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.57%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$115M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,050
New
Increased
Reduced
Closed

Top Buys

1 +$122M
2 +$113M
3 +$76.3M
4
SHV icon
iShares 0-1 Year Treasury Bond ETF
SHV
+$51.4M
5
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$48.4M

Top Sells

No sells this quarter

Sector Composition

1 Technology 6.29%
2 Communication Services 6.19%
3 Consumer Staples 5.39%
4 Healthcare 5.3%
5 Consumer Discretionary 5.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
451
$13.8K 0.01%
+3,249
452
$13.8K 0.01%
+243
453
$13.8K 0.01%
+963
454
$13.8K 0.01%
+3,835
455
$13.7K 0.01%
+5,404
456
$13.6K 0.01%
+373
457
$13.6K 0.01%
+914
458
$13.5K 0.01%
+196
459
$13.5K 0.01%
+178,520
460
$13.4K 0.01%
+351
461
$13.3K 0.01%
+352
462
$13.1K 0.01%
+1,310
463
$13.1K 0.01%
+29,511
464
$12.9K 0.01%
+1,476
465
$12.9K 0.01%
+314
466
$12.8K 0.01%
+851
467
$12.7K 0.01%
+428
468
$12.7K 0.01%
+3,433
469
$12.7K 0.01%
+921
470
$12.5K 0.01%
+661
471
$12.5K 0.01%
+520
472
$12.4K 0.01%
+485
473
$12.4K 0.01%
+132
474
$12.4K 0.01%
+1,935
475
$12.4K 0.01%
+382