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
$109M
AUM Growth
-$6.28M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,178
New
Increased
Reduced
Closed

Top Buys

1
+$1.44M
2
+$1.14M
3
+$1.12M
4
IVE icon
iShares S&P 500 Value ETF
IVE
+$751K
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$708K

Top Sells

1
+$92.1M
2
+$80.3M
3
+$77.8M
4
SHV icon
iShares Short Treasury Bond ETF
SHV
+$51.4M
5
TIP icon
iShares TIPS Bond ETF
TIP
+$44M

Sector Composition

1 Consumer Staples 6.78%
2 Technology 6.01%
3 Healthcare 5.09%
4 Communication Services 5%
5 Consumer Discretionary 4.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
676
$2.5K ﹤0.01%
55
+1
677
$2.49K ﹤0.01%
155
-275
678
$2.46K ﹤0.01%
+320
679
$2.42K ﹤0.01%
295
-556
680
$2.41K ﹤0.01%
29
-7
681
$2.4K ﹤0.01%
100
-310
682
$2.36K ﹤0.01%
35
683
$2.35K ﹤0.01%
100
684
$2.33K ﹤0.01%
101
685
$2.3K ﹤0.01%
700
-15,060
686
$2.26K ﹤0.01%
+34
687
$2.26K ﹤0.01%
53
+1
688
$2.24K ﹤0.01%
+100
689
$2.22K ﹤0.01%
+200
690
$2.22K ﹤0.01%
250
+150
691
$2.16K ﹤0.01%
101
-7,744
692
$2.15K ﹤0.01%
+657
693
$2.15K ﹤0.01%
232
+4
694
$2.14K ﹤0.01%
+28
695
$2.14K ﹤0.01%
339
-2,362
696
$2.13K ﹤0.01%
143
-3,975
697
$2.11K ﹤0.01%
27
698
$2.11K ﹤0.01%
113
+1
699
$2.1K ﹤0.01%
150
+110
700
$2.06K ﹤0.01%
11
26 27
28
29 30