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

Top Buys

1 +$8.35M
2 +$2.97M
3 +$1.26M
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$1.12M
5
WMT icon
Walmart
WMT
+$879K

Sector Composition

1 Technology 8.36%
2 Healthcare 5.62%
3 Consumer Staples 4.72%
4 Communication Services 4.09%
5 Financials 3.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
601
$5K ﹤0.01%
30
+1
602
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56
+1
603
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1,074
+841
604
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8
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607
$4K ﹤0.01%
34
608
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609
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544
610
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26
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614
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3,926
+3,517
618
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619
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620
$4K ﹤0.01%
+75
621
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39
622
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65
+1
623
$4K ﹤0.01%
275
+35
624
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95
625
$4K ﹤0.01%
46
+1