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
526
$8K ﹤0.01%
+409
527
$7K ﹤0.01%
+798
528
$7K ﹤0.01%
+300
529
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530
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531
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+24
533
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534
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535
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536
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537
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539
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541
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545
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+254
546
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+806
547
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+93
548
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+130
549
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550
$7K ﹤0.01%
+106