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
676
$3K ﹤0.01%
+266
677
$3K ﹤0.01%
+100
678
$3K ﹤0.01%
+37
679
$3K ﹤0.01%
+12
680
$3K ﹤0.01%
+17
681
$3K ﹤0.01%
+70
682
$3K ﹤0.01%
+28
683
$3K ﹤0.01%
+19
684
$3K ﹤0.01%
+101
685
$3K ﹤0.01%
+59
686
$3K ﹤0.01%
+21
687
$3K ﹤0.01%
+162
688
$3K ﹤0.01%
+12
689
$3K ﹤0.01%
+77
690
$3K ﹤0.01%
+25
691
$3K ﹤0.01%
+46
692
$3K ﹤0.01%
+15
693
$3K ﹤0.01%
+99
694
$3K ﹤0.01%
+439
695
$3K ﹤0.01%
+125
696
$3K ﹤0.01%
+51
697
$3K ﹤0.01%
+124
698
$3K ﹤0.01%
+50
699
$3K ﹤0.01%
+96
700
$3K ﹤0.01%
+136