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
451
$9.51K 0.01%
+255
452
$9.47K 0.01%
979
+20
453
$9.43K 0.01%
270
+60
454
$9.33K 0.01%
136
-3,089
455
$9.32K 0.01%
60
-222
456
$9.32K 0.01%
213
+2
457
$9.27K 0.01%
124
-6
458
$9.07K 0.01%
256
-9,037
459
$9.07K 0.01%
+101
460
$9.04K 0.01%
226
+1
461
$9.01K 0.01%
+186
462
$8.96K 0.01%
260
+58
463
$8.85K 0.01%
+228
464
$8.8K 0.01%
2,067
+132
465
$8.8K 0.01%
44
-6
466
$8.75K 0.01%
724
-375
467
$8.75K 0.01%
85
-5
468
$8.66K 0.01%
669
+8
469
$8.63K 0.01%
294
-1,089
470
$8.62K 0.01%
60
-118
471
$8.59K 0.01%
220
-3,418
472
$8.57K 0.01%
401
-4,082
473
$8.55K 0.01%
897
-66
474
$8.47K 0.01%
1,025
+5
475
$8.46K 0.01%
384
17 18
19
20 21