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
701
$2.04K ﹤0.01%
21
702
$2.04K ﹤0.01%
+152
703
$2.03K ﹤0.01%
61
704
$2.02K ﹤0.01%
63
705
$2K ﹤0.01%
24
-1,934
706
$2K ﹤0.01%
60
-103
707
$1.96K ﹤0.01%
890
+24
708
$1.91K ﹤0.01%
32
-103
709
$1.9K ﹤0.01%
45
710
$1.9K ﹤0.01%
53
-70
711
$1.89K ﹤0.01%
49
712
$1.89K ﹤0.01%
33
713
$1.88K ﹤0.01%
50
714
$1.85K ﹤0.01%
22
715
$1.85K ﹤0.01%
122
716
$1.84K ﹤0.01%
19
717
$1.84K ﹤0.01%
283
+9
718
$1.84K ﹤0.01%
91
+3
719
$1.84K ﹤0.01%
65
720
$1.83K ﹤0.01%
17
721
$1.83K ﹤0.01%
216
+8
722
$1.81K ﹤0.01%
96
-291
723
$1.8K ﹤0.01%
80
-7,055
724
$1.79K ﹤0.01%
28
-123
725
$1.79K ﹤0.01%
50
27 28
29
30 31