WQ
Wealth Quarterback Portfolio holdings
AUM
$211M
1-Year Return
18.29%
This Quarter Return
+15.59%
1 Year Return
+18.29%
3 Year Return
+61.94%
5 Year Return
–
10 Year Return
–
AUM
$109M
AUM Growth
+$118K
(+0.11%)
Cap. Flow
-$12M
Cap. Flow
% of AUM
-11.05%
Top 10 Holdings %
Top 10 Hldgs %
37.63%
Holding
975
New
–
Increased
62
Reduced
47
Closed
859
Top Buys
| 1 |
iShares MSCI USA Quality Factor ETF
QUAL
|
+$3.99M |
| 2 |
iShares Gold Trust
IAU
|
+$3.08M |
| 3 |
iShares 7-10 Year Treasury Bond ETF
IEF
|
+$2.45M |
| 4 |
iShares Floating Rate Bond ETF
FLOT
|
+$844K |
| 5 |
iShares MBS ETF
MBB
|
+$803K |
Top Sells
| 1 |
iShares Core S&P 500 ETF
IVV
|
+$2.95M |
| 2 |
iShares 20+ Year Treasury Bond ETF
TLT
|
+$2.75M |
| 3 |
SPDR Bloomberg High Yield Bond ETF
JNK
|
+$1.08M |
| 4 |
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
|
+$1M |
| 5 |
iShares Short Maturity Bond ETF
NEAR
|
+$997K |
Sector Composition
| 1 | Consumer Staples | 7.95% |
| 2 | Technology | 7.44% |
| 3 | Communication Services | 5.96% |
| 4 | Consumer Discretionary | 5.6% |
| 5 | Healthcare | 4.4% |
