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
$128M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
118
New
Increased
Reduced
Closed

Top Buys

1
+$7.42M
2
+$6.84M
3
+$6.58M
4
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$6.35M
5
FENY icon
Fidelity MSCI Energy Index ETF
FENY
+$5.54M

Top Sells

No sells this quarter

Sector Composition

1 Technology 6.91%
2 Healthcare 4.8%
3 Financials 4.25%
4 Consumer Staples 3.68%
5 Communication Services 3.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$524K 0.41%
+6,360
52
$522K 0.41%
+1,383
53
$513K 0.4%
+8,435
54
$512K 0.4%
+8,090
55
$504K 0.39%
+15,388
56
$504K 0.39%
+2,247
57
$479K 0.37%
+4,684
58
$478K 0.37%
+3,383
59
$476K 0.37%
+33,035
60
$473K 0.37%
+15,029
61
$473K 0.37%
+22,546
62
$465K 0.36%
+1,271
63
$454K 0.35%
+4,327
64
$453K 0.35%
+4,589
65
$452K 0.35%
+10,843
66
$450K 0.35%
+7,464
67
$442K 0.34%
+2,576
68
$437K 0.34%
+1,346
69
$424K 0.33%
+4,646
70
$422K 0.33%
+1,539
71
$419K 0.33%
+3,050
72
$410K 0.32%
+5,838
73
$409K 0.32%
+1
74
$407K 0.32%
+4,567
75
$381K 0.3%
+8,281
1 2
3
4 5