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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
651
$4K ﹤0.01%
+158
652
$4K ﹤0.01%
+238
653
$4K ﹤0.01%
+15
654
$4K ﹤0.01%
+43
655
$4K ﹤0.01%
+137
656
$4K ﹤0.01%
+80
657
$4K ﹤0.01%
+373
658
$4K ﹤0.01%
+47
659
$4K ﹤0.01%
+25
660
$4K ﹤0.01%
+49
661
$4K ﹤0.01%
+755
662
$4K ﹤0.01%
+289
663
$4K ﹤0.01%
+120
664
$4K ﹤0.01%
+97
665
$4K ﹤0.01%
+69
666
$4K ﹤0.01%
+102
667
$4K ﹤0.01%
+244
668
$4K ﹤0.01%
+64
669
$4K ﹤0.01%
+257
670
$4K ﹤0.01%
+240
671
$4K ﹤0.01%
+700
672
$4K ﹤0.01%
+75
673
$4K ﹤0.01%
+95
674
$3K ﹤0.01%
+70
675
$3K ﹤0.01%
+28
25 26
27
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