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
$164M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
854
New
Increased
Reduced
Closed

Top Buys

1 +$16.2M
2 +$8.86M
3 +$8.16M
4
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$7.95M
5
GLD icon
SPDR Gold Trust
GLD
+$5.54M

Top Sells

No sells this quarter

Sector Composition

1 Technology 8.11%
2 Healthcare 5.75%
3 Consumer Staples 4.58%
4 Consumer Discretionary 3.97%
5 Communication Services 3.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
501
$9K 0.01%
+175
502
$9K 0.01%
+188
503
$9K 0.01%
+110
504
$9K 0.01%
+353
505
$9K 0.01%
+12
506
$9K 0.01%
+502
507
$9K 0.01%
+100
508
$9K 0.01%
+100
509
$8K ﹤0.01%
+636
510
$8K ﹤0.01%
+237
511
$8K ﹤0.01%
+250
512
$8K ﹤0.01%
+26
513
$8K ﹤0.01%
+129
514
$8K ﹤0.01%
+1,000
515
$8K ﹤0.01%
+242
516
$8K ﹤0.01%
+264
517
$8K ﹤0.01%
+101
518
$8K ﹤0.01%
+122
519
$8K ﹤0.01%
+118
520
$8K ﹤0.01%
+28
521
$8K ﹤0.01%
+233
522
$8K ﹤0.01%
+443
523
$8K ﹤0.01%
+143
524
$8K ﹤0.01%
+428
525
$8K ﹤0.01%
+643