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
476
$8.42K 0.01%
24
-46
477
$8.37K 0.01%
76
-56
478
$8.35K 0.01%
297
-9,192
479
$8.33K 0.01%
388
+4
480
$8.3K 0.01%
1,086
481
$8.28K 0.01%
3,010
+257
482
$8.24K 0.01%
95
-42
483
$8.23K 0.01%
108
484
$8.23K 0.01%
1,107
-203
485
$8.21K 0.01%
915
-343
486
$8.19K 0.01%
546
-54
487
$8.16K 0.01%
445
+7
488
$8.13K 0.01%
380
489
$8.12K 0.01%
285
490
$8.09K 0.01%
81
+25
491
$7.99K 0.01%
595
+11
492
$7.96K 0.01%
175
-4,380
493
$7.89K 0.01%
+500
494
$7.87K 0.01%
430
+78
495
$7.86K 0.01%
85
496
$7.82K 0.01%
+50
497
$7.81K 0.01%
151
-21,930
498
$7.72K 0.01%
353
+1
499
$7.56K 0.01%
157
-117
500
$7.54K 0.01%
+1,000
18 19
20
21 22