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 +$16.7M
2 +$9.03M
3 +$8.23M
4
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$8.03M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$5.49M

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
576
$6K ﹤0.01%
+87
577
$6K ﹤0.01%
+62
578
$6K ﹤0.01%
+274
579
$6K ﹤0.01%
+29
580
$6K ﹤0.01%
+128
581
$6K ﹤0.01%
+295
582
$6K ﹤0.01%
+58
583
$6K ﹤0.01%
+100
584
$6K ﹤0.01%
+115
585
$6K ﹤0.01%
+970
586
$6K ﹤0.01%
+415
587
$6K ﹤0.01%
+350
588
$6K ﹤0.01%
+78
589
$6K ﹤0.01%
+200
590
$6K ﹤0.01%
+60
591
$6K ﹤0.01%
+50
592
$6K ﹤0.01%
+22
593
$6K ﹤0.01%
+112
594
$6K ﹤0.01%
+390
595
$6K ﹤0.01%
+150
596
$6K ﹤0.01%
+177
597
$6K ﹤0.01%
+209
598
$6K ﹤0.01%
+40
599
$6K ﹤0.01%
+58
600
$6K ﹤0.01%
+224