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
$120M
AUM Growth
+$11.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
131
New
Increased
Reduced
Closed

Top Buys

1
+$4.73M
2
+$3.57M
3
+$2.71M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$1.51M
5
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$1.27M

Top Sells

1
+$2.48M
2
+$1.27M
3
+$1.06M
4
NKE icon
Nike
NKE
+$938K
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$882K

Sector Composition

1 Technology 8.55%
2 Consumer Staples 6.01%
3 Healthcare 5.27%
4 Communication Services 5%
5 Industrials 2.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$582K 0.48%
3,329
+148
52
$582K 0.48%
+4,565
53
$580K 0.48%
+6,215
54
$578K 0.48%
+1,156
55
$575K 0.48%
3,223
-1,814
56
$557K 0.46%
+13,964
57
$532K 0.44%
11,603
-73
58
$518K 0.43%
+26,155
59
$476K 0.4%
3,664
+97
60
$475K 0.39%
7,695
-5,233
61
$469K 0.39%
16,961
-2,469
62
$464K 0.39%
3,857
-1,300
63
$462K 0.38%
+6,149
64
$460K 0.38%
4,299
-1,952
65
$456K 0.38%
7,401
-4,578
66
$438K 0.36%
7,519
+66
67
$433K 0.36%
10,517
-1,182
68
$418K 0.35%
1,241
-1,845
69
$417K 0.35%
5,035
-1,983
70
$401K 0.33%
1,584
+394
71
$397K 0.33%
10,784
-993
72
$381K 0.32%
9,299
-14,226
73
$366K 0.3%
11,451
-3,776
74
$359K 0.3%
4,593
-276
75
$359K 0.3%
12,173
-9,994
1 2
3
4 5