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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
601
$5K ﹤0.01%
43
+1
602
$5K ﹤0.01%
150
603
$5K ﹤0.01%
80
-60
604
$5K ﹤0.01%
225
-190
605
$5K ﹤0.01%
1,112
+27
606
$5K ﹤0.01%
8
607
$4K ﹤0.01%
29
608
$4K ﹤0.01%
302
609
$4K ﹤0.01%
28
610
$4K ﹤0.01%
122
+2
611
$4K ﹤0.01%
65
+1
612
$4K ﹤0.01%
95
613
$4K ﹤0.01%
138
+1
614
$4K ﹤0.01%
544
615
$4K ﹤0.01%
26
+1
616
$4K ﹤0.01%
80
+2
617
$4K ﹤0.01%
3,926
+3,517
618
$4K ﹤0.01%
69
619
$4K ﹤0.01%
76
+1
620
$4K ﹤0.01%
275
+35
621
$4K ﹤0.01%
100
-596
622
$4K ﹤0.01%
34
623
$4K ﹤0.01%
47
624
$4K ﹤0.01%
295
+6
625
$4K ﹤0.01%
+75
23 24
25
26 27