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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
$151M
AUM Growth
-$13.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
910
New
Increased
Reduced
Closed

Top Buys

1
+$147M
2
+$31.9M
3
+$26.9M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$24.3M
5
DIA icon
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
+$18.6M

Top Sells

1
+$649K
2
+$398K
3
+$345K
4
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$218K
5
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$211K

Sector Composition

1 Technology 8.31%
2 Healthcare 5.67%
3 Consumer Staples 4.72%
4 Communication Services 4.09%
5 Financials 3.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
576
$6K ﹤0.01%
130
+2
577
$6K ﹤0.01%
41
+1
578
$6K ﹤0.01%
31
+1
579
$6K ﹤0.01%
30
580
$6K ﹤0.01%
+204
581
$5K ﹤0.01%
59
+1
582
$5K ﹤0.01%
3,858
+3,621
583
$5K ﹤0.01%
44
584
$5K ﹤0.01%
60
585
$5K ﹤0.01%
102
586
$5K ﹤0.01%
56
+1
587
$5K ﹤0.01%
36
+1
588
$5K ﹤0.01%
+30
589
$5K ﹤0.01%
24
-112
590
$5K ﹤0.01%
30
+1
591
$5K ﹤0.01%
1,074
+841
592
$5K ﹤0.01%
41
+1
593
$5K ﹤0.01%
44
-9
594
$5K ﹤0.01%
72
+1
595
$5K ﹤0.01%
51
+1
596
$5K ﹤0.01%
40
-5
597
$5K ﹤0.01%
16
-10
598
$5K ﹤0.01%
34
599
$5K ﹤0.01%
60
600
$5K ﹤0.01%
12
22 23
24
25 26