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WQ

Wealth Quarterback Portfolio holdings

AUM $254M
1-Year Est. Return 25.17%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+25.17%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$151M
AUM Growth
-$13.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
910
New
Increased
Reduced
Closed

Top Buys

1
+$147M
2
+$31.9M
3
+$26.9M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$24.3M
5
DIA icon
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
+$18.6M

Top Sells

1
+$649K
2
+$398K
3
+$345K
4
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$218K
5
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$211K

Sector Composition

1 Technology 8.31%
2 Healthcare 5.67%
3 Consumer Staples 4.72%
4 Communication Services 4.09%
5 Financials 3.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$10K 0.01%
+53
477
$10K 0.01%
100
478
$10K 0.01%
106
479
$10K 0.01%
357
-70
480
$10K 0.01%
30
481
$10K 0.01%
161
+2
482
$10K 0.01%
26
+1
483
$10K 0.01%
168
484
$10K 0.01%
1,530
485
$10K 0.01%
301
+4
486
$9K 0.01%
129
487
$9K 0.01%
583
+7
488
$9K 0.01%
89
489
$9K 0.01%
100
+1
490
$9K 0.01%
223
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491
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71
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492
$9K 0.01%
293
+2
493
$9K 0.01%
64
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494
$9K 0.01%
43
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533
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496
$9K 0.01%
189
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497
$9K 0.01%
91
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498
$9K 0.01%
648
+5
499
$9K 0.01%
235
+5
500
$9K 0.01%
100
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