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
551
$5.72K 0.01%
518
+7
552
$5.7K 0.01%
610
-311
553
$5.65K 0.01%
81
-13,167
554
$5.65K 0.01%
117
-9,770
555
$5.62K 0.01%
102
-1
556
$5.6K 0.01%
76
557
$5.6K 0.01%
108
-1,272
558
$5.6K 0.01%
68
559
$5.58K 0.01%
118
-4
560
$5.5K 0.01%
300
-47
561
$5.46K 0.01%
533
-6,971
562
$5.43K 0.01%
163
-11,820
563
$5.39K 0.01%
+71
564
$5.39K ﹤0.01%
243
565
$5.38K ﹤0.01%
132
-112
566
$5.38K ﹤0.01%
156
567
$5.35K ﹤0.01%
939
568
$5.35K ﹤0.01%
+39
569
$5.34K ﹤0.01%
54
-53
570
$5.3K ﹤0.01%
85
-35
571
$5.29K ﹤0.01%
21
-4
572
$5.29K ﹤0.01%
61
573
$5.24K ﹤0.01%
+50
574
$5.2K ﹤0.01%
716
-240
575
$5.2K ﹤0.01%
540
-933
21 22
23
24 25