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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
676
$3K ﹤0.01%
102
677
$3K ﹤0.01%
1,199
+1,037
678
$3K ﹤0.01%
47
+1
679
$3K ﹤0.01%
16
+1
680
$3K ﹤0.01%
26
681
$3K ﹤0.01%
66
+1
682
$3K ﹤0.01%
102
+1
683
$3K ﹤0.01%
129
+3
684
$3K ﹤0.01%
51
685
$3K ﹤0.01%
120
-175
686
$3K ﹤0.01%
+39
687
$3K ﹤0.01%
119
+54
688
$3K ﹤0.01%
942
+514
689
$3K ﹤0.01%
8
690
$3K ﹤0.01%
34
691
$3K ﹤0.01%
63
+1
692
$3K ﹤0.01%
41
+1
693
$3K ﹤0.01%
400
-570
694
$2K ﹤0.01%
+18
695
$2K ﹤0.01%
50
696
$2K ﹤0.01%
7
697
$2K ﹤0.01%
5
698
$2K ﹤0.01%
309
-1
699
$2K ﹤0.01%
8
700
$2K ﹤0.01%
5
26 27
28
29 30