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
$94M
AUM Growth
-$34.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
120
New
Increased
Reduced
Closed

Top Buys

1
+$456K
2
+$393K
3
+$383K
4
VZ icon
Verizon
VZ
+$368K
5
PANW icon
Palo Alto Networks
PANW
+$292K

Top Sells

1
+$7.42M
2
+$4.06M
3
+$3.7M
4
GLD icon
SPDR Gold Trust
GLD
+$2.08M
5
SLV icon
iShares Silver Trust
SLV
+$1.78M

Sector Composition

1 Technology 8.7%
2 Healthcare 6.65%
3 Consumer Staples 5.22%
4 Consumer Discretionary 4.63%
5 Communication Services 4.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$447K 0.48%
1,621
+82
52
$443K 0.47%
1,881
+299
53
$441K 0.47%
1,365
+19
54
$431K 0.46%
9,860
-409
55
$423K 0.45%
4,914
+268
56
$422K 0.45%
10,960
+117
57
$414K 0.44%
1,439
-394
58
$413K 0.44%
3,476
+93
59
$409K 0.44%
7,071
-393
60
$406K 0.43%
1
61
$383K 0.41%
4,613
+24
62
$382K 0.41%
2,035
-59
63
$378K 0.4%
1,414
+45
64
$373K 0.4%
8,941
+660
65
$370K 0.39%
2,880
-170
66
$369K 0.39%
7,726
-77,426
67
$367K 0.39%
5,557
-281
68
$364K 0.39%
28,289
-4,746
69
$364K 0.39%
14,778
-610
70
$356K 0.38%
2,545
-31
71
$341K 0.36%
22,244
-302
72
$329K 0.35%
4,378
+51
73
$322K 0.34%
7,981
+114
74
$315K 0.34%
6,521
-87
75
$301K 0.32%
4,758
+66
1 2
3
4 5