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
$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%
+428
527
$7K ﹤0.01%
+300
528
$7K ﹤0.01%
+172
529
$7K ﹤0.01%
+53
530
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+359
531
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532
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+102
533
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534
$7K ﹤0.01%
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535
$7K ﹤0.01%
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536
$7K ﹤0.01%
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537
$7K ﹤0.01%
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538
$7K ﹤0.01%
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539
$7K ﹤0.01%
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540
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541
$7K ﹤0.01%
+326
542
$7K ﹤0.01%
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543
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+254
544
$7K ﹤0.01%
+806
545
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+130
546
$7K ﹤0.01%
+99
547
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+106
548
$7K ﹤0.01%
+402
549
$7K ﹤0.01%
+89
550
$7K ﹤0.01%
+77