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
$164M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
854
New
Increased
Reduced
Closed

Top Buys

1
+$16.7M
2
+$9.03M
3
+$8.23M
4
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$8.03M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$5.49M

Top Sells

No sells this quarter

Sector Composition

1 Technology 8.12%
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
26
$1.17M 0.71%
+9,600
27
$1.16M 0.7%
+70,040
28
$1.14M 0.69%
+15,466
29
$1.13M 0.69%
+10,806
30
$1.09M 0.66%
+4,702
31
$1.07M 0.65%
+11,427
32
$1.04M 0.63%
+19,247
33
$996K 0.61%
+6,148
34
$983K 0.6%
+2,484
35
$974K 0.59%
+44,760
36
$967K 0.59%
+5,502
37
$966K 0.59%
+12,890
38
$964K 0.59%
+17,206
39
$910K 0.55%
+19,015
40
$905K 0.55%
+26,113
41
$901K 0.55%
+1,537
42
$889K 0.54%
+14,364
43
$882K 0.54%
+12,120
44
$859K 0.52%
+4,321
45
$856K 0.52%
+2,968
46
$851K 0.52%
+3,585
47
$838K 0.51%
+5,041
48
$838K 0.51%
+2
49
$803K 0.49%
+5,948
50
$788K 0.48%
+3,322
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