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
476
$12.3K 0.01%
+142
477
$12.3K 0.01%
+123
478
$12.3K 0.01%
+680
479
$12.3K 0.01%
+10,923
480
$12.2K 0.01%
+25
481
$12K 0.01%
+410
482
$12K 0.01%
+202
483
$11.9K 0.01%
+106
484
$11.9K 0.01%
+364
485
$11.9K 0.01%
+275
486
$11.8K 0.01%
+762
487
$11.8K 0.01%
+73
488
$11.8K 0.01%
+251
489
$11.8K 0.01%
+482
490
$11.8K 0.01%
+487
491
$11.7K 0.01%
+1,634
492
$11.7K 0.01%
+346
493
$11.6K 0.01%
+437
494
$11.5K 0.01%
+274
495
$11.5K 0.01%
+347
496
$11.5K 0.01%
+244
497
$11.5K 0.01%
+64
498
$11.3K 0.01%
+384
499
$11.3K 0.01%
+935
500
$11.3K 0.01%
+225