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
501
$7.47K 0.01%
+567
502
$7.46K 0.01%
34
503
$7.43K 0.01%
522
504
$7.42K 0.01%
8
505
$7.42K 0.01%
362
-8
506
$7.35K 0.01%
45
+18
507
$7.34K 0.01%
200
-200
508
$7.33K 0.01%
664
+5
509
$7.31K 0.01%
124
-1,510
510
$7.3K 0.01%
+62
511
$7.27K 0.01%
202
-19
512
$7.27K 0.01%
294
+4
513
$7.18K 0.01%
615
-10,308
514
$7.08K 0.01%
+249
515
$7.08K 0.01%
190
-930
516
$7.06K 0.01%
239
-138
517
$7.05K 0.01%
150
-25,672
518
$7.01K 0.01%
+146
519
$6.9K 0.01%
661
-4,893
520
$6.88K 0.01%
289
+5
521
$6.82K 0.01%
166
522
$6.81K 0.01%
126
523
$6.81K 0.01%
1,711
524
$6.79K 0.01%
109
+40
525
$6.77K 0.01%
350
19 20
21
22 23