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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
$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
601
$5K ﹤0.01%
+40
602
$5K ﹤0.01%
+75
603
$5K ﹤0.01%
+1,085
604
$5K ﹤0.01%
+186
605
$5K ﹤0.01%
+180
606
$5K ﹤0.01%
+44
607
$5K ﹤0.01%
+100
608
$5K ﹤0.01%
+351
609
$5K ﹤0.01%
+218
610
$5K ﹤0.01%
+1
611
$5K ﹤0.01%
+115
612
$5K ﹤0.01%
+71
613
$5K ﹤0.01%
+544
614
$5K ﹤0.01%
+34
615
$5K ﹤0.01%
+10
616
$5K ﹤0.01%
+400
617
$5K ﹤0.01%
+23
618
$5K ﹤0.01%
+42
619
$5K ﹤0.01%
+45
620
$5K ﹤0.01%
+29
621
$5K ﹤0.01%
+55
622
$5K ﹤0.01%
+8
623
$5K ﹤0.01%
+58
624
$4K ﹤0.01%
+128
625
$4K ﹤0.01%
+87
23 24
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