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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
701
$2K ﹤0.01%
426
+11
702
$2K ﹤0.01%
79
-165
703
$2K ﹤0.01%
9
+1
704
$2K ﹤0.01%
50
705
$2K ﹤0.01%
259
+2
706
$2K ﹤0.01%
1
707
$2K ﹤0.01%
20
708
$2K ﹤0.01%
25
709
$2K ﹤0.01%
9
710
$2K ﹤0.01%
+15
711
$2K ﹤0.01%
+33
712
$2K ﹤0.01%
27
-19
713
$2K ﹤0.01%
21
714
$2K ﹤0.01%
32
+1
715
$2K ﹤0.01%
3,143
+3,114
716
$2K ﹤0.01%
19
717
$2K ﹤0.01%
10
718
$2K ﹤0.01%
103
+55
719
$2K ﹤0.01%
22
+1
720
$2K ﹤0.01%
27
-246
721
$2K ﹤0.01%
100
-647
722
$2K ﹤0.01%
+68
723
$2K ﹤0.01%
54
-299
724
$2K ﹤0.01%
28
725
$2K ﹤0.01%
+13
27 28
29
30 31