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
$94M
AUM Growth
-$34.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
120
New
Increased
Reduced
Closed

Top Buys

1
+$456K
2
+$393K
3
+$383K
4
VZ icon
Verizon
VZ
+$368K
5
PANW icon
Palo Alto Networks
PANW
+$292K

Top Sells

1
+$7.42M
2
+$4.06M
3
+$3.7M
4
GLD icon
SPDR Gold Trust
GLD
+$2.08M
5
SLV icon
iShares Silver Trust
SLV
+$1.78M

Sector Composition

1 Technology 8.7%
2 Healthcare 6.65%
3 Consumer Staples 5.22%
4 Consumer Discretionary 4.63%
5 Communication Services 4.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$921K 0.98%
4,072
-87
27
$919K 0.98%
13,303
-181
28
$909K 0.97%
10,408
+69
29
$862K 0.92%
9,009
-71
30
$851K 0.91%
22,401
+9,677
31
$840K 0.89%
5,846
-58
32
$813K 0.86%
14,513
-119
33
$813K 0.86%
9,924
+3,564
34
$775K 0.82%
2,899
-2,945
35
$774K 0.82%
8,068
-337
36
$760K 0.81%
3,409
-113
37
$737K 0.78%
16,919
+3,405
38
$678K 0.72%
15,755
-5,683
39
$675K 0.72%
7,745
-1,386
40
$659K 0.7%
4,303
-815
41
$657K 0.7%
57,073
+288
42
$588K 0.63%
30,872
+1,918
43
$570K 0.61%
6,175
+38
44
$549K 0.58%
4,046
+145
45
$537K 0.57%
8,218
-217
46
$502K 0.53%
15,277
+248
47
$485K 0.52%
3,699
-326
48
$484K 0.51%
1,356
-27
49
$457K 0.49%
8,129
+39
50
$450K 0.48%
4,773
-4,554
1
2
3 4 5