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
576
$5.11K ﹤0.01%
101
-4,325
577
$5.1K ﹤0.01%
521
-241
578
$5.03K ﹤0.01%
115
-2,677
579
$5.02K ﹤0.01%
89
580
$4.95K ﹤0.01%
352
-269
581
$4.95K ﹤0.01%
204
-929
582
$4.92K ﹤0.01%
321
+7
583
$4.91K ﹤0.01%
200
-84
584
$4.88K ﹤0.01%
89
+75
585
$4.86K ﹤0.01%
56
-18,695
586
$4.84K ﹤0.01%
96
-18
587
$4.83K ﹤0.01%
88
588
$4.81K ﹤0.01%
55
+25
589
$4.81K ﹤0.01%
207
+2
590
$4.71K ﹤0.01%
101
591
$4.69K ﹤0.01%
321
592
$4.67K ﹤0.01%
+175
593
$4.64K ﹤0.01%
518
594
$4.63K ﹤0.01%
177
-658
595
$4.59K ﹤0.01%
50
596
$4.58K ﹤0.01%
435
-80
597
$4.57K ﹤0.01%
140
598
$4.55K ﹤0.01%
337
-22,655
599
$4.53K ﹤0.01%
207
600
$4.44K ﹤0.01%
100
-4,248
22 23
24
25 26