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
$121M
AUM Growth
+$26.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
120
New
Increased
Reduced
Closed

Top Buys

1
+$4.74M
2
+$4.69M
3
+$4.67M
4
AOR icon
iShares Core 60/40 Balanced Allocation ETF
AOR
+$4.66M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$4.37M

Top Sells

1
+$3.02M
2
+$2.18M
3
+$2M
4
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$1.23M
5
MCD icon
McDonald's
MCD
+$626K

Sector Composition

1 Technology 6.94%
2 Healthcare 5.72%
3 Consumer Staples 5.65%
4 Financials 3.96%
5 Communication Services 2.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$941K 0.78%
14,798
+285
27
$941K 0.78%
2,060
+39
28
$933K 0.77%
10,015
+119
29
$914K 0.76%
23,186
+785
30
$844K 0.7%
3,319
-90
31
$827K 0.69%
13,483
+180
32
$822K 0.68%
4,384
+81
33
$793K 0.66%
8,991
-18
34
$767K 0.64%
15,855
+100
35
$752K 0.62%
8,950
-175
36
$748K 0.62%
17,389
+470
37
$745K 0.62%
+3,025
38
$708K 0.59%
6,874
+4,500
39
$703K 0.58%
10,082
+158
40
$689K 0.57%
7,285
-460
41
$687K 0.57%
2,581
-318
42
$683K 0.57%
2,593
-2,375
43
$682K 0.57%
11,137
+3,008
44
$650K 0.54%
53,935
-3,138
45
$639K 0.53%
6,375
+200
46
$608K 0.5%
4,330
+2,367
47
$587K 0.49%
+19,330
48
$577K 0.48%
+12,939
49
$577K 0.48%
6,020
-2,048
50
$555K 0.46%
5,000
+86
1
2
3 4 5